NP
PFS
NP
PFS

Nicole Picone

19 Years of Experience
Bayhead, NJ
BrokerSells Insurance

Nicole Picone is a PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Bayhead, NJ, with 19 years of industry experience. Nicole is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B
Loading...

Location

106 Bridge Ave, Suite 3, Bayhead, NJ, 08742

Get directions

History

Regulatory History
Clean regulatory record

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

Nicole is a partner at Maniscalco & Picone, CPAs, P.C., a registered representative at Maniscalco Wealth Management, Ltd and Posterity Family Wealth Management Ltd, and Vice-President of NJJD Realty LLC. She also sells and services fixed indexed annuities, equity index annuities, and indexed annuities, dedicating minimal time to this activity.

Employment History
Current Registrations
Cetera Wealth Services, LLC
September 2025 - Present · 1 yr 1 mo
Cetera Investment Advisers LLC
September 2025 - Present · 1 yr 1 mo
Cetera Wealth Services, LLCBroker
September 2025 - Present · 1 yr 1 mo
Previous Registrations
Avantax Advisory Services
December 2022 - September 2025 · 2 yrs 9 mos
Avantax Investment Services, INC.Broker
November 2006 - September 2025 · 18 yrs 10 mos
State Registrations2 states
NJNY
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.
More Advisors