Nicholas Crimeni (CRD# 1204096) is an Investment Advisor Representative working at Lpl Financial LLC in Staten Island, NY and has over 33 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 4632189
Sarsi, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| New York Community Bank | Staten Island, NY | Jan 2021 - Current | 2 |
| Lpl Financial LLC | Staten Island, NY | Jan 2021 - Current | 2 |
| Hsbc Securities (usa) Inc. | New York, NY | Mar 2018 - Jan 2021 | 2 |
| Hsbc Bank Usa, National Association | New York, NY | Feb 2018 - Jan 2021 | 2 |
| Hsbc Bank Usa, National Association | New York, NY | Nov 2017 - Feb 2018 | < 1 |
| Hsbc Bank Usa, National Association | Brooklyn, NY | May 2017 - Nov 2017 | < 1 |
| Hsbc Securities Usa, Inc. | Brooklyn, NY | May 2017 - Nov 2017 | < 1 |
| Hsbc Bank Usa, N.a. | Brooklyn, NY | Aug 2016 - May 2017 | < 1 |
| Hsbc Securities (usa) Inc. | Brooklyn, NY | Dec 2015 - Aug 2016 | < 1 |
| Seidel & Shaw LLC | New York, NY | Oct 1998 - Sep 2015 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1990 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2016 |
- NJ
- NY
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Total Assets Under Management368,019MILLIONS
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Total Number of Accounts1,688,501ACCOUNTS
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Average Account Value$217,956
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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