Nicholas Forgione (CRD# 7841661) is an Investment Advisor Representative working at Sachetta, LLC in Lynnfield, MA and has 1 year of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sachetta, LLC | Lynnfield, MA | Aug 2022 - Current | 1 |
| Ca Brandt | Woburn, MA | Sep 2021 - Aug 2022 | < 1 |
| Forge Fitness | Lynnfield, MA | Aug 2020 - Dec 2021 | 1 |
| Achieve Fitness | Somerville, MA | Jan 2019 - Jul 2020 | 1 |
| Framingham State University | Framingham, MA | Oct 2016 - Dec 2019 | 3 |
| Fidelity Investments | Boston, MA | Oct 2016 - Aug 2018 | 1 |
| Stoneturn | Boston, MA | Sep 2016 - Oct 2016 | < 1 |
| Unemployed | Lynnfield, MA | Jun 2016 - Sep 2016 | < 1 |
| Rsm Us LLP | Boston, MA | Oct 2014 - Jun 2016 | 1 |
| Reading Athletic Club | Reading, MA | Feb 2014 - Sep 2014 | < 1 |
| University Of Massachusetts Amherst | Amherst, MA | Jan 2013 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2024 |
- MA
-
Total Assets Under Management720MILLIONS
-
Total Number of Accounts1,880ACCOUNTS
-
Average Account Value$383,107
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, MA, MD, NH, TX
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