Nicolas LattanzioCRD Number: 6747277
Current Firm: Vanguard Advisers, Inc.
Nicolas Lattanzio (CRD# 6747277) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Malvern, PA and has over 2 years of experience in the finance industry.
Affinity Wealth Management LLC
Hamilton-bates Investment Research, Inc.
Oppenheimer & Company Inc.
|The Vanguard Group, Inc.||Malvern, PA||Jul 2021 - Current||< 1|
|Edward Jones||St Louis, MO||Jul 2018 - Jul 2021||3|
|Edward Jones||Rockwall, TX||Feb 2017 - Jul 2018||1|
|Texas A&m University-commerce||Commerce, TX||Aug 2014 - May 2018||3|
|Champagne Enterprise||Dallas, TX||May 2016 - Aug 2016||< 1|
|Lattanzio Art||Dallas, TX||May 2015 - Aug 2015||< 1|
|Nash Construction||Rockwall, TX||Feb 2014 - Aug 2014||< 1|
|Rockwall Heath High School||Rockwall, TX||Aug 2010 - May 2014||3|
|M&m Steel||Rockwall, TX||May 2013 - Aug 2013||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2019|
Total Assets Under Management276,525MILLIONS
Total Number of Accounts518,715ACCOUNTS
Average Account Value$533,097
- 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 pooled investment vehicles (other than investment companies)
- 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, 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, VI, VT, WA, WI, WV, WY
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