Nicholas Adornetto
Nicholas Adornetto is a CFP-designated registered investment advisor at Bcg Securities, INC., based in Cherry Hill, NJ, with 20 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,963 clients with $740M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees may be negotiated on a case-by-case basis.
Fee Estimator
Location
51 Haddonfield Road, Suite 210, Cherry Hill, NJ, 08002
Get directionsHistory
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 sells fixed insurance products, including life, health, disability, and annuities. This takes a few hours per week.
Employment History
Current Registrations
Bcg Securities, INC.
Bcg Securities, INC.Broker
Bcg Securities, INC.
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
LPL Financial LLCBroker
Vanguard Marketing CorporationBroker
State Registrations14 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.