Nicholas Zizzadoro
Nicholas Zizzadoro is a ChFC, PFS-designated registered investment advisor at Oaktrust Wealth Advisors, LLC, based in Wilton, CT, with 25 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 236 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OakTrust charges an annual investment advisory fee, paid quarterly in advance, based on the value of your portfolio. The fee can be up to 1.25% annually, depending on the complexity of services, the amount you invest, and your overall relationship with OakTrust. Fees may be negotiable. If OakTrust uses independent managers, the total blended fee will not exceed 2.00% annually.
Location
Wilton, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Nicholas works as a registered investment advisor with OakTrust Wealth Advisors, LLC, dedicating about half of his time. He is also an insurance agent selling life, health, disability, long-term care, and fixed annuities, spending minimal time on this activity.
Employment History
Current Registrations
Oaktrust Wealth Advisors, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Linsco/private Ledger CORP.
Sg Cowen Securities CorporationBroker
State Registrations20 states
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.