Nicholas Ventimiglio (CRD# 4595708) is an Investment Advisor Representative working at Nicholas Ventimiglio, Cdfa in San Ramon, CA and has over 21 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Giving Tree Wealth Advisors | San Ramon, CA | Jan 2021 - Current | 3 |
| Fortune Financial Services, Inc. | Monaca, PA | Feb 2016 - Current | 8 |
| Nicholas Ventimiglio, Cdfa | San Ramon, CA | Apr 2010 - Current | 14 |
| First Allied Advisory Services, Inc. | Chesterfield, MO | Jul 2012 - Feb 2016 | 3 |
| First Allied Securities, Inc. | San Diego, CA | Jul 2007 - Feb 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2002 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2003 |
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Total Assets Under Management1MILLIONS
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Total Number of Accounts42ACCOUNTS
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Average Account Value$32,834
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
CA
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