Nicholas Livecchi, financial advisor Wilson NC
93 score

Nicholas Livecchi

CRD Number: 5885664
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Nicholas Livecchi (CRD# 5885664) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wilson, NC and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Raleigh, NC Jan 2011 - Current 5
Northside Realty Raleigh, NC Apr 2010 - Jan 2011 < 1
Keller Williams Realty Raleigh, NC Jan 2009 - Apr 2010 1
Concept 2001 &amp; Associates Raleigh, NC Sep 2007 - Jan 2009 1
Keller Williams Realty Metairie, LA Sep 2006 - Sep 2007 1
Key Properties Gmac Delran, NJ Apr 2003 - Sep 2006 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2011
Contact Info for Nicholas E. Livecchi
Phone Number: 800-637-7455
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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, 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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