Gerard NizichCRD Number: 1420990
Current Firm: American Portfolios Advisors, Inc.
Gerard Nizich (CRD# 1420990) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 32 years of experience in the finance industry. Gerard Nizich has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
American Portfolios Advisors, Inc.
Scholtz & Co
Royal Alliance Associates, Inc.
|American Portfolios Financial Services, Inc.||Holbrook, NY||Sep 2013 - Current||4|
|Purshe Kaplan Sterling Investments||Albany, NY||Feb 2011 - Sep 2013||2|
|Castle Financial Advisors||Hauppauge, NY||Jun 2010 - Sep 2013||3|
|Unemployed||Rockville Center, NY||Nov 2009 - Jun 2010||< 1|
|Tjm Investments, LLC||Garden City, NY||Jun 2009 - Nov 2009||< 1|
|First New York Securities LLC||New York, NY||Dec 2008 - May 2009||< 1|
|Schwab / Ubs||Jersey City, NJ||Sep 2003 - Nov 2008||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2013|
|S63||Uniform Securities State Law Examination||Feb 1986|
Total Assets Under Management3,158MILLIONS
Total Number of Accounts17,315ACCOUNTS
Average Account Value$182,412
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY