Nicholas PerodCRD 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.
Centauri Advisory Group, Inc.
The Wealth Consulting Group
|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|
Total Assets Under Management33,941MILLIONS
Total Number of Accounts116,249ACCOUNTS
Average Account Value$291,965
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
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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