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Nicholas Colarossi

Leigh Baldwin & CO., LLC
33 Years of Experience
Clarks Summit, PA
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Nicholas Colarossi is a registered investment advisor at Leigh Baldwin & CO., LLC, based in Clarks Summit, PA, with 33 years of industry experience. Nicholas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 682 clients with $290M in assets under management.

Leigh Baldwin & CO., LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
49 advisors
Number of Clients
682 clients
Average Client Portfolio
$426K average
Assets Under Management
$290.6M

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.55%
$250K - $500K1.50%
$500K - $1.0M1.25%
$1M+1.00%

Traditional managed account schedule shown. Fees are subject to negotiation. Alternative programs like Dollar Investment Club charge 0.95% up to $500,000 and 0.75% above $500,000. Third-party manager fees in FMAX generally range from 0.25% to 0.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

281 East Grove Street, Clarks Summit, PA, 18411

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
May 2003
Customer Dispute
February 2002
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Nicholas owns NJC Investments, handling all investment-related business and dedicating full-time hours during trading hours. He also sells fixed insurance (dedicating minimal time), acts as executor and trustee to a trust, hosts a radio talk show about investing and finance, and is a board member of Flight Systems Inc.

Employment History
Current Registrations
Leigh Baldwin & CO., LLC
March 2018 - Present · 8 yrs 7 mos
Leigh Baldwin & CO., LLCBroker
June 2003 - Present · 23 yrs 4 mos
Previous Registrations
Prudential Securities IncorporatedBroker
June 1993 - June 2003 · 10 yrs
State Registrations17 states
CADEFLMAMDMEMIMTNCNHNVNYPASCTXVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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