Nicolette FallisiCRD Number: 6959100
Current Firm: Edward Jones
Nicolette Fallisi (CRD# 6959100) is an Investment Advisor Representative working at Edward Jones in Latham, NY and has over 3 years of experience in the finance industry.
Lpl Financial LLC
Goldman Sachs Ayco Personal Financial Management
Cetera Investment Advisers LLC
|Edward Jones||St Louis, MO||Jul 2019 - Current||3|
|Roger Williams University||Bristol, RI||Aug 2018 - May 2019||< 1|
|Edward Jones Investments||Saratoga Springs, NY||Jun 2018 - Aug 2018||< 1|
|Roger Williams University||Bristol, RI||Aug 2017 - Jun 2018||< 1|
|Horseshoe Inn Bar & Grill||Saratoga Springs, NY||Jun 2015 - Aug 2017||2|
|Student||Salem, NH||Jan 2009 - May 2015||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2019|
Total Assets Under Management654,235MILLIONS
Total Number of Accounts4,299,176ACCOUNTS
Average Account Value$152,177
- A percentage of assets under your management
- 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)
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, WY
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