Nicholas Botticelli, financial advisor Scottsdale AZ

Nicholas Botticelli

CRD Number: 6336807
Current Firm: Global Strategic Investment Solutions

Nicholas Botticelli (CRD# 6336807) is an Investment Advisor Representative working at Global Strategic Investment Solutions in Scottsdale, AZ and has over 3 years of experience in the finance industry.

Similar Advisors
David Schiller, financial advisor Scottsdale AZ
David C. Schiller
CRD# 2794155
Aegis Wealth Partners, LLC
Similar Advisors
Dustin Suttle, financial advisor Scottsdale AZ
Dustin G. Suttle
CRD# 4607086
Origin Investment Advisory LLC
Similar Advisors
Michael Abbate, financial advisor Scottsdale AZ
Michael J. Abbate
CRD# 4091287
Atlas Lifestyle Planning Group LLC
Company Name Location Dates Years
Global Strategic Investment Solutions, LLC Chicago, IL Sep 2020 - Current 3
Rbx Associates Commack, NY Apr 2020 - Current 3
Unemployed Chicago, IL May 2019 - Mar 2020 < 1
Exelon Corporation Chicago, IL Jul 2017 - May 2019 1
Hirtle Callaghan & Company LLC West Conshohocken, PA May 2014 - Jun 2017 3
Verizon Communications Basking Ridge, NJ May 1997 - May 2014 17
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2020
Contact Info for Nicholas G. Botticelli
Phone Number: 480-935-2210
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,157
    MILLIONS
  • Total Number of Accounts
    341
    ACCOUNTS
  • Average Account Value
    $3,394,148
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, FL, NC, NY, TX, UT

Ready to hire a financial advisor? Get competitive proposals from Nicholas Botticelli and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.