Nicholas Giordano (CRD# 5011347) is an Investment Advisor Representative working at &partners in Midlothian, VA and has over 7 years of experience in the finance industry.
CRD# 1266966
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 864358
Frontier Financial Partners, LLC
CRD# 6404324
Davenport & Company LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| &partners LLC | Nashville, TN | Oct 2023 - Current | < 1 |
| Ampersand Partners | St. Louis, MO | Aug 2023 - Sep 2023 | < 1 |
| Wells Fargo Advisors LLC | St. Louis, MO | Jul 2004 - Jul 2023 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2016 |
- VA
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Total Assets Under Management1,173MILLIONS
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Total Number of Accounts3,051ACCOUNTS
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Average Account Value$384,484
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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, VT, WA, WI, WV, WY
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