Nicolo Sollena, financial advisor Woolwich Township NJ
83 score

Nicolo Sollena

CRD Number: 4527636
Current Firm: Raymond James Financial Services Advisors, Inc.

Nicolo Sollena (CRD# 4527636) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Woolwich Township, NJ and has over 13 years of experience in the finance industry.

Similar Advisors
Jeffrey Jones, financial advisor Woolwich Township NJ
Jeffrey R. Jones
CRD# 5348132
Cypress Financial Planning
Score
105
Similar Advisors
Kurt Angstadt, financial advisor Woolwich Township NJ
Kurt Angstadt
CRD# 4726951
Newbridge Wealth Management
Score
103
Similar Advisors
Steven Boorstein, financial advisor Woolwich Township NJ
Steven A. Boorstein
CRD# 3179971
Rockcrest Financial LLC
Score
103
Company Name Location Dates Years
Specific Solutions Woolwich Township, NJ Feb 2016 - Current < 1
Rmn Properties Sewell, NJ Apr 2009 - Current 7
Raymond James Financial Services Advisors, Inc. Woolwich Township, NJ Jan 2009 - Current 7
Real Estate Sewell, NJ Oct 2008 - Current 8
Raymond James Financial Services Woolwich Township, NJ Jun 2008 - Current 8
Fulton Financial Corporation Woolwich Township, NJ Jun 2008 - Current 8
Fulton Financial Advisors Woolwich Township, NJ Apr 2006 - Current 10
Primevest Financial Services, Inc. Woolwich Township, NJ Apr 2006 - Jun 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2002
S66 NASAA Uniform Combined State Law Examination May 2008
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:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Nicolo Sollena
Phone Number: 727-567-5877
Registered State(s):
  • LA
  • TX
  • NJ
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Educational seminars/workshops
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Nicolo Sollena and other advisors.
BADGES
83

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.