Nicholas Durso, financial advisor Washington DC
68 score

Nicholas Durso

CRD Number: 5463633
Current Firm: Suntrust Investment Services, Inc.

Nicholas Durso (CRD# 5463633) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Washington, DC and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Suntrust Bank Atlanta, GA Feb 2016 - Current < 1
Sun Trust Investment Services Atlanta, GA Feb 2016 - Current < 1
Pnc Bank Pittsburgh, PA Dec 2012 - Feb 2016 3
Pnc Investments Pittsburgh, PA Dec 2012 - Feb 2016 3
Bank Of America Na Manassas, VA Feb 2011 - Dec 2012 1
Merrill Lynch Manassas, VA Jan 2011 - Dec 2012 1
Suntrust Invesment Services, Inc. Atlanta, GA Jul 2010 - Dec 2010 < 1
Bb&t Investments Charlotte, NC Jan 2010 - Jul 2010 < 1
Lpl Financial Corporation Concord, NH May 2008 - Dec 2009 1
Sovereign Bank Concord, NH Aug 2005 - Dec 2009 4
Ifmg Securities, Inc. Concord, NH Dec 2007 - May 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2008
S65 NASAA Investment Advisors Law Examination Apr 2010
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Nicholas Durso
Phone Number: 404-813-8981
Registered State(s):
  • DC
  • VA
By the Numbers
  • Total Assets Under Management
    10,443
    MILLIONS
  • Total Number of Accounts
    26,841
    ACCOUNTS
  • Average Account Value
    $389,077
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • 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, MA, 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, VT, WA, WI, WV

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BADGES
68

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