Nicholas Ventrola, financial advisor Marlton NJ
89 score

Nicholas Ventrola

CRD Number: 6290217
Current Firm: Prudential Financial Planning Services

Nicholas Ventrola (CRD# 6290217) is an Investment Advisor Representative working at Prudential Financial Planning Services in Marlton, NJ and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Pruco Securities LLC Marlton, NJ Dec 2015 - Current 1
Purshe Kaplan Sterling Investments Albany, NY Oct 2014 - Dec 2015 1
Mcadam LLC Philadelphia, PA Oct 2014 - Dec 2015 1
Mcadam Financial Group Philadelphia, PA May 2014 - Oct 2014 < 1
Ing Financial Partners, Inc. Philadelphia, PA Feb 2014 - Oct 2014 < 1
Sodexo Philadelphia, PA Aug 2007 - Apr 2014 6
Franklin Institute Philadelphia, PA Oct 2002 - May 2009 6
Aramark Philadelphia, PA Aug 2005 - Aug 2008 3
Good Dog Bar Philadelphia, PA May 2005 - Mar 2008 2
Temple University Philadelphia, PA Aug 2002 - Jan 2008 5
Read's Moving System - Atlas Vanlines Willow Grove, PA May 2004 - Aug 2006 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2014
S63 Uniform Securities State Law Examination Apr 2014
Contact Info for Nicholas J. Ventrola
Phone Number: 800-235-7637
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    4,930
    MILLIONS
  • Total Number of Accounts
    42,153
    ACCOUNTS
  • Average Account Value
    $116,966
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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