Nicholas GiovacchiniCRD Number: 6252149
Current Firm: Credit Suisse Securities (usa) LLC
Nicholas Giovacchini (CRD# 6252149) is an Investment Advisor Representative working at Credit Suisse Securities (usa) LLC in New York, NY and has over 4 years of experience in the finance industry.
Financial Life Focus, LLC
Park Avenue Securities LLC
Hightower Advisors, LLC
|Credit Suisse Securities (usa) LLC||New York, NY||Jul 2021 - Current||< 1|
|University Of Chicago Booth School Of Business||Chicago, IL||Sep 2020 - Jun 2021||< 1|
|Credit Suisse Securities (usa) LLC||New York, NY||Jul 2020 - Aug 2020||< 1|
|University Of Chicago Booth School Of Business||Chicago, IL||Sep 2019 - Jun 2020||< 1|
|Break From Work||Meredith, NH||May 2019 - Aug 2019||< 1|
|Alphaflow, Inc.||San Francisco, CA||Jun 2017 - May 2019||1|
|Marketfactory||New York, NY||May 2016 - May 2017||1|
|Barclays Capital Inc.||New York, NY||Sep 2013 - May 2016||2|
|Barclaycard, Us||Wilmington, DE||Jun 2012 - Sep 2013||1|
|Full Time Education: The George Washington University||Washington, DC||Sep 2011 - Jun 2012||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2017|
|S63||Uniform Securities State Law Examination||Aug 2021|
Total Assets Under Management495MILLIONS
Total Number of Accounts16ACCOUNTS
Average Account Value$30,920,060
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
AK, AL, AR, AZ, CA, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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
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