Nicholas Filla (CRD# 7302292) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in O'fallon, MO and has 1 year of experience in the finance industry.
CRD# 4815893
Edward Jones
CRD# 2692648
Arbor Point Advisors
CRD# 5461354
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citigroup | O'fallon, MO | Jul 2021 - Current | 2 |
| Missouri Rush Soccer Club | O'fallon, MO | Jun 2021 - Current | 2 |
| Nylife Securities LLC | Creve Coeur, MO | Jun 2021 - Jul 2021 | < 1 |
| New York Life Insurance Company | Creve Coeur, MO | Nov 2020 - Jul 2021 | < 1 |
| Four Seasons Landscaping | O' Fallon, MO | Jun 2020 - Dec 2020 | < 1 |
| Columbia College Missouri | Columbia, MO | Aug 2018 - May 2020 | 1 |
| Suntrup Buick Gmc | St Peters, MO | Jul 2017 - Jul 2018 | 1 |
| Lewis And Clark Community College | Godfrey, IL | Aug 2015 - May 2017 | 1 |
| Fort Zumwalt North High School | O' Fallon, MO | May 2011 - May 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2022 |
- MO
-
Total Assets Under Management40,516MILLIONS
-
Total Number of Accounts53,880ACCOUNTS
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Average Account Value$751,976
- A percentage of assets under your management
- Fixed fees (other than subscription 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
- Security ratings or pricing services
- Other
AK, AL, AR, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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