Nicholas D'alessandroCRD Number: 6062449
Current Firm: Strategic Advisers, Inc.
Nicholas D'alessandro (CRD# 6062449) is an Investment Advisor Representative working at Strategic Advisers, Inc. in The Woodlands, TX and has over 4 years of experience in the finance industry.
Linscomb & Williams
Ronald Blue & Company, LLC
Houston Wealth Management
|Fidelity Brokerage Services LLC||The Woodlands, TX||Aug 2015 - Current||2|
|Edward Jones||St Louis, MO||Apr 2014 - Aug 2015||1|
|Hornor Townsend & Kent Inc.||Horsham, PA||Feb 2013 - Apr 2014||1|
|Penn Mutual Life Ins Co||Horsham, PA||Feb 2013 - Apr 2014||1|
|Osu College||Stillwater, OK||May 2008 - Dec 2012||4|
|Edward Jones||Enid, OK||May 2012 - Aug 2012||< 1|
|Osu Athletics||Stillwater, OK||May 2011 - May 2012||1|
|Trans Continental Title||Plano, TX||May 2009 - Aug 2009||< 1|
|High School||Plano, TX||Aug 2004 - May 2008||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2013|
|S66||NASAA Uniform Combined State Law Examination||Jun 2014|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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 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)
- Educational seminars/workshops
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, VT, WA, WI, WV
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