Nicholas Perod, financial advisor New Castle PA

Nicholas Perod

CRD Number: 3066717
Current Firm: Private Advisor Group, LLC

Nicholas Perod (CRD# 3066717) is an Investment Advisor Representative working at Private Advisor Group, LLC in New Castle, PA and has over 23 years of experience in the finance industry.

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The Wealth Consulting Group
Company Name Location Dates Years
Lpl Financial LLC New Castle, PA Feb 2014 - Current 8
Private Advisor Group, LLC Morristown, NJ Feb 2014 - Current 8
Wrp Investments, Inc. Youngstown, OH Mar 1999 - Feb 2014 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1998
S66 NASAA Uniform Combined State Law Examination Sep 2007
Contact Info for Nicholas S. Perod
Phone Number: 973-538-7010
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    33,941
    MILLIONS
  • Total Number of Accounts
    116,249
    ACCOUNTS
  • Average Account Value
    $291,965
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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