Nicholas Tumolo (CRD# 7371129) is an Investment Advisor Representative working at Tucker Asset Management LLC in East Lyme, CT and has over 2 years of experience in the finance industry.
CRD# 5089860
Lansdowne Wealth Management, LLC
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 5623606
Citizens Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tucker Asset Management | Littleton, CO | Apr 2021 - Current | 3 |
| Tumolo Financial | East Lyme, CT | Dec 2019 - Current | 4 |
| Cwpm LLC | Plainville, CT | Dec 2014 - Jan 2020 | 5 |
| Bertucci's | Southington, CT | Jan 2011 - Dec 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2021 |
- CT
-
Total Assets Under Management476MILLIONS
-
Total Number of Accounts6,427ACCOUNTS
-
Average Account Value$74,137
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MD, MI, MO, MS, MT, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY
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