Nicholas Boccio (CRD# 3167185) is an Investment Advisor Representative working at Mml Investors Services, LLC in Syosset, NY and has over 23 years of experience in the finance industry.
CRD# 5473273
American Portfolios Advisors, Inc.
CRD# 6381165
A.g.p / Alliance Global Partners
CRD# 4896689
J.p. Morgan Securities LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Mml Investors Services, LLC | Syosset, NY | Sep 2023 - Current | < 1 |
Massmutual Life Insurance Company | Syosset, NY | Aug 2023 - Current | < 1 |
1555 Operating Group, LLC | New York, NY | Sep 2019 - Current | 4 |
Project Initiatve Group, LLC | New York, NY | Dec 2014 - Current | 9 |
T3 Trading Group, LLC | New York, NY | Apr 2020 - Aug 2023 | 3 |
133 Mulberry Operating Corp Inc. | New York, NY | Jan 2019 - Dec 2022 | 3 |
Aunt Jakes | New York, NY | Oct 2017 - Dec 2022 | 5 |
Harvard University | Cambridge, MA | Aug 2020 - May 2022 | 1 |
47w 8th Street Operating Group Inc. | New York, NY | May 2012 - Jun 2021 | 9 |
13th Street Entertainment LLC | New York, NY | Dec 2007 - Aug 2015 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 2001 |
S66 | NASAA Uniform Combined State Law Examination | Oct 2023 |
- NY
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Total Assets Under Management72,828MILLIONS
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Total Number of Accounts351,645ACCOUNTS
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Average Account Value$207,106
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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