Nicholas Desousa (CRD# 4926509) is an Investment Advisor Representative working at Moneco Advisors in Fairfield, CT and has over 18 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Fairfield, CT | Dec 2019 - Current | 4 |
| Moneco Advisors, LLC | Fairfield, CT | Dec 2019 - Current | 4 |
| Mjp Associates, Inc. | Farmington, CT | Mar 2018 - Nov 2019 | 1 |
| Wells Fargo Clearing Services, LLC | Armonk, NY | Nov 2016 - Mar 2018 | 1 |
| Well Fargo Bank Na | Armonk, NY | Jul 2014 - Mar 2018 | 3 |
| Wells Fargo Advisors, LLC | Armonk, NY | Jul 2014 - Nov 2016 | 2 |
| Unemployed | Stamford, CT | Feb 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2007 |
- CT
- RI
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Total Assets Under Management1,472MILLIONS
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Total Number of Accounts5,152ACCOUNTS
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Average Account Value$285,719
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NV, NY, OH, OK, PA, RI, SC, TN, TX, UT, VA, VT, WA
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