Nicolas Barone, financial advisor Orlando FL
90 score

Nicolas Barone

CRD Number: 6215461
Current Firm: Suntrust Advisory Services, Inc.

Nicolas Barone (CRD# 6215461) is an Investment Advisor Representative working at Suntrust Advisory Services, Inc. in Orlando, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Suntrust Investment Services, Inc. Atlanta, GA Dec 2016 - Current 1
Suntrust Advisory Services, LLC Atlanta, GA Dec 2016 - Current 1
University Of Central Florida Oviedo, FL Jan 2013 - Current 5
Wells Fargo Clearing Services, LLC Oviedo, FL Nov 2016 - Dec 2016 < 1
Wells Fargo Advisors, LLC Oviedo, FL Jun 2013 - Nov 2016 3
Wells Fargo Bank Na Oviedo, FL Sep 2011 - Nov 2016 5
Unemployed Oviedo, FL Jun 2001 - Aug 2011 10
Flagler College St. Augustine, FL Jan 2008 - May 2011 3
Conch House Marina And Resort St Augustine, FL Feb 2008 - Aug 2010 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2013
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for Nicolas A. Barone
Phone Number: 404-827-6461
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    17,726
    MILLIONS
  • Total Number of Accounts
    37,178
    ACCOUNTS
  • Average Account Value
    $476,799
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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