Nicholas Zizzadoro (CRD# 2909444) is an Investment Advisor Representative working at Oaktrust Wealth Advisors, LLC in Wilton, CT and has over 22 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
The PFS designation was created to allow CPA holders to take additional education to gain experience and expertise in the broader topics of financial planning.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Oaktrust Wealth Advisors, LLC | Wilton, CT | Mar 2014 - Current | 10 |
| Lpl Financial, LLC | Wilton, CT | Sep 2001 - Current | 22 |
| Lpl Financial LLC | Wilton, CT | Jul 2005 - Nov 2015 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2001 |
- CT
- NY
-
Total Assets Under Management240MILLIONS
-
Total Number of Accounts439ACCOUNTS
-
Average Account Value$546,679
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CT, FL, MA, NC, NH, NJ, NY, PA, SC
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