John Nawrocki is a registered investment advisor at Palmetto Advisory, based in Bridgeport, CT, with 6 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Bridgeport, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is an Operations Advisor for Investment Office Resources, consulting on middle office investment operations since December 2021, dedicating about 10-20% of his time. He is also the CEO of Invictus Financial Development LLC, a product development and investment technology consultancy, since September 2016, spending nearly full-time hours per month.
Employment History
Current Registrations
Palmetto Advisory
Palmetto Advisory Group, LLC
Palmetto Advisory Group, LLCBroker
Previous Registrations
Palmetto Advisory GroupBroker
Capital Resource Financial Services, L.L.C.Broker
State Registrations1 state
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