Nicholas Lizzio, financial advisor Temple Terrace FL

Nicholas Lizzio

CRD Number: 6962813
Current Firm: Morgan Stanley

Nicholas Lizzio (CRD# 6962813) is an Investment Advisor Representative working at Morgan Stanley in Temple Terrace, FL and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Temple Terrace, FL Sep 2021 - Current < 1
Florida State University Tallahassee, FL Aug 2017 - Jul 2021 3
Morgan Stanley Garden City, NY Jun 2018 - Aug 2018 < 1
West Marine Halesite, NY May 2017 - Aug 2017 < 1
Grade School Greenlawn, NY Sep 2007 - Jun 2017 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2021
Contact Info for Nicholas J. Lizzio
Phone Number: 914-225-5510
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    1,311,935
    MILLIONS
  • Total Number of Accounts
    2,129,899
    ACCOUNTS
  • Average Account Value
    $615,961
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • 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
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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