Nicholas Mariano (CRD# 7314866) is an Investment Advisor Representative working at Next Level Private LLC in Harrison, NY and has 1 year of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
CRD# 4632189
Sarsi, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Next Level Private LLC | Harrison, NY | Aug 2022 - Current | 1 |
Predators LLC | Westchester, NY | Sep 2021 - Aug 2022 | < 1 |
Ubs Financial Services, Inc. | White Plains, NY | Dec 2020 - Sep 2021 | < 1 |
Predators LLC | Westchester, NY | Sep 2020 - Aug 2021 | < 1 |
Unemployed | Mohegan Lake, NY | Aug 2020 - Dec 2020 | < 1 |
Chesapeake Bayhawks | Annapolis, MD | Jul 2020 - Aug 2020 | < 1 |
Zoe Financial | New York City, NY | Dec 2019 - Apr 2020 | < 1 |
Chesapeake Bayhawks | Annapolis, MD | May 2019 - Nov 2019 | < 1 |
Brix Real Estate Advisors | Bronxville, NY | Apr 2019 - Nov 2019 | < 1 |
Exit Realty Private Client | White Plains, NY | Feb 2018 - Apr 2019 | 1 |
Florida Launch | Boca Raton, FL | May 2018 - Oct 2018 | < 1 |
New England Blackwolves | Uncasville, CT | Nov 2017 - May 2018 | < 1 |
Full Time Student | Westchester, NY | Jan 2012 - Dec 2017 | 5 |
Florida Launch | Boca Raton, FL | May 2017 - Sep 2017 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jul 2022 |
- NY
-
Total Assets Under Management811MILLIONS
-
Total Number of Accounts2,026ACCOUNTS
-
Average Account Value$400,151
- 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
AZ, CA, CO, CT, FL, GA, MA, NC, NE, NJ, NY, PA, TN, TX, WI
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.