Nordo Nissi (CRD# 1666385) is an Investment Advisor Representative working at Pleasant Street Wealth Advisors, LLC in Groton, MA and has over 28 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4729388
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pleasant Street Wealth Advisors, LLC | Groton, MA | Feb 2019 - Current | 5 |
| Pleasant Street Wealth Advisors, LLC | Groton, MA | Apr 2018 - Feb 2019 | < 1 |
| M. S. Howells & Company | Scottsdale, AZ | Apr 2018 - Oct 2018 | < 1 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Apr 2018 | 3 |
| Morgan Stanley Smith Barney | Boston, MA | Jun 2009 - Apr 2018 | 8 |
| Morgan Stanley & Company, Incorporated | Boston, MA | Apr 2007 - Apr 2018 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1995 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2022 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- MA
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Total Assets Under Management113MILLIONS
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Total Number of Accounts196ACCOUNTS
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Average Account Value$578,376
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
MA
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