Nicholas Lenio (CRD# 7251152) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Lake Grove, NY and has 1 year of experience in the finance industry.
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
CRD# 1483428
Abbington Investment Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Lake Grove, NY | Mar 2023 - Current | 1 |
| Doordash | San Francisco, CA | Sep 2021 - Feb 2023 | 1 |
| Curtiss-wright Flow Control | Farmingdale, NY | Jul 2021 - Aug 2021 | < 1 |
| Scopa 6 LLC | Commack, NY | Jun 2021 - Jul 2021 | < 1 |
| Doordash Inc. | San Francisco, CA | May 2021 - Jun 2021 | < 1 |
| University Of Maryland | College Park, MD | Jan 2021 - May 2021 | < 1 |
| Doordash Inc. | San Francisco, CA | Aug 2020 - Jan 2021 | < 1 |
| Northwestern Mutual | Melville, NY | May 2020 - Aug 2020 | < 1 |
| Doordash Inc. | San Francisco, CA | Apr 2020 - Aug 2020 | < 1 |
| University Of Maryland | College Park, MD | Aug 2019 - Mar 2020 | < 1 |
| Unique Valet Inc. | Valley Stream, MD | Jun 2019 - Aug 2019 | < 1 |
| University Maryland | College Park, MD | Jan 2019 - Jun 2019 | < 1 |
| Unique Valet Inc. | Valley Stream, MD | Jan 2019 - Jan 2019 | < 1 |
| University Of Maryland | College Park, MD | Aug 2018 - Jan 2019 | < 1 |
| Unique Valet Inc. | Valley Stream, MD | Jun 2018 - Aug 2018 | < 1 |
| School | Greenlawn, NY | Feb 2013 - Jun 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2023 |
- NY
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- 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
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