Nicholas Lamoriello, financial advisor Lake Mary FL
73 score

Nicholas Lamoriello

CRD Number: 1956301
Current Firm: Lamco Advisory Services Inc.

Nicholas Lamoriello (CRD# 1956301) is an Investment Advisor Representative working at Lamco Advisory Services Inc. in Lake Mary, FL and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Nct Financial Services, LLC Lake Mary, FL Jul 2005 - Current 11
The Lamco Group, Inc. Warwick, RI Jan 1994 - Current 22
Lamco Advisory Services, Inc. Lake Mary, FL May 1991 - Current 25
Lamoriello & Company, Inc. Warwick, RI Oct 1974 - Current 42
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1989
S65 NASAA Investment Advisors Law Examination Mar 1993
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Nicholas J. Lamoriello
Phone Number: 407-585-1160
Registered State(s):
  • FL
  • RI
By the Numbers
  • Total Assets Under Management
    1,967
    MILLIONS
  • Total Number of Accounts
    662
    ACCOUNTS
  • Average Account Value
    $2,971,841
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

FL, MA, NJ, RI

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BADGES
73

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