Nicholas Teodosio, financial advisor New York NY

Nicholas Teodosio

CRD Number: 6748047
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Nicholas Teodosio (CRD# 6748047) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America N.a. New York, NY Sep 2019 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated New York, NY Aug 2019 - Current 1
University Of North Florida Jacksonville, FL Jun 2014 - Aug 2019 5
Massmutual Southeast Coast Jacksonville, FL Jan 2019 - Jul 2019 < 1
New York Life Jacksonville, FL Jan 2018 - Jan 2019 1
La Fitness Jacksonville Beach, FL Aug 2018 - Oct 2018 < 1
La Fitness Palm Beach Gardens, FL May 2017 - Jul 2017 < 1
Northwestern Mutual Jacksonville, FL Jan 2017 - May 2017 < 1
Delaware North Jacksonville, FL Aug 2016 - Sep 2016 < 1
Zindigo Palm Beach Gardens, FL May 2016 - Jun 2016 < 1
Tommy Bahama Jacksonville, FL Sep 2015 - May 2016 < 1
All Dixie Moving Palm Beach Gardens, FL May 2009 - Jul 2014 5
Jupiter High School Jupiter, FL Aug 2009 - May 2014 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2020
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Nicholas J. Teodosio
Phone Number: 800-637-7455
Registered State(s):
  • CT
  • TX
By the Numbers
  • Total Assets Under Management
    962,052
    MILLIONS
  • Total Number of Accounts
    2,529,169
    ACCOUNTS
  • Average Account Value
    $380,383
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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