Nicholas Longo, financial advisor Jupiter FL

Nicholas Longo

CRD Number: 7110842
Current Firm: Fortuna Investors LLC

Nicholas Longo (CRD# 7110842) is an Investment Advisor Representative working at Fortuna Investors LLC in Jupiter, FL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fortuna Investors LLC Milwaukee, WI Apr 2019 - Current 5
Thermtech Of Waukesha Waukesha, WI Dec 2017 - Current 6
Marquette University Milwaukee, WI Aug 2015 - Current 8
Skilline Technologies Milwaukee, WI Nov 2016 - Jul 2017 < 1
Artisan Partners Asset Managment Milwaukee, WI Jan 2016 - Aug 2016 < 1
Milwaukee Realty Inc. Milwaukee, WI May 2015 - Aug 2015 < 1
Whitefish Bay Schools Whitefish Bay, WI Apr 2009 - May 2015 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2019
Contact Info for Nicholas H. Longo
Phone Number: 1 (646) 538-1949
Registered State(s):
  • CA
  • WI
By the Numbers
  • Total Assets Under Management
    28
    MILLIONS
  • Total Number of Accounts
    161
    ACCOUNTS
  • Average Account Value
    $171,280
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, FL, TX, WI

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