Nicholas StaropoliCRD Number: 6065695
Current Firm: J.p. Morgan Securities LLC
Nicholas Staropoli (CRD# 6065695) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Larchmont, NY and has over 2 years of experience in the finance industry.
Cfs Investment Advisory Services LLC
Legacy Care Wealth, LLC
Altium Wealth Management LLC
|Jpmorgan Securities LLC||Larchmont, NY||Nov 2014 - Current||2|
|Sterling National Bank||Nanuet, NY||Apr 2014 - Nov 2014||< 1|
|Joseph Gunnar & Company, LLC||Ramsey, NJ||Jan 2014 - Mar 2014||< 1|
|Joseph Gunnar & Company, LLC||Ramsey, NJ||Sep 2013 - Dec 2013||< 1|
|Planet Fitness||Nanuet, NY||May 2008 - Aug 2013||5|
|Pace University||Pleasantville, NY||Sep 2011 - May 2013||1|
|Rockland Community College||Monsey, NY||Jan 2010 - May 2011||1|
|Pace University||Pleasantville, NY||Sep 2009 - Dec 2009||< 1|
|Albertus Magnus High School||Bardonia, NY||Sep 2006 - May 2009||2|
|Unemployed||Pomona, NY||Jun 2006 - Sep 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2014|
|S63||Uniform Securities State Law Examination||Jan 2014|
Total Assets Under Management70,743MILLIONS
Total Number of Accounts344,720ACCOUNTS
Average Account Value$205,219
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV
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