Michelle Nocito
Michelle Nocito is a registered investment advisor at Private Advisor Group, LLC, based in Morristown, NJ, with 19 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
305 Madison Avenue, Morristown, NJ, 07960
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Regulatory History (1)
Criminal
July 2023Other Business ActivitiesSells Insurance
Michelle is an elected member of the Voorhees Township Committee, managing a business entity for tax/investment purposes, and an adjunct professor at Camden County College. She also operates an Etsy shop and is an agent for Oceanview Life, selling non-variable insurance, while dedicating nearly full-time hours to CapWealth as a DBA for her LPL business.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
PNC Investments
PNC InvestmentsBroker
Bancnorth Investment Group, INC.Broker
Primevest Financial Services, INC.
Ryan Beck & CO.
Ryan Beck & CO.Broker
State Registrations11 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.