Nicholas Adornetto
Nicholas Adornetto is a CFP-designated registered investment advisor at Bcg Securities, INC., based in Phoenixville, PA, with 20 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, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,181 clients with $890M 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 are negotiable on a case-by-case basis. No fee will exceed 1.50% without specific approval from the firm's Compliance Officer.
Fee Estimator
Location
Phoenixville, PA
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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 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 Registrations15 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.
Exams
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