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Nicholas Daddona

Sowell Management
11 Years of Experience
Dartmouth, MA
1 DisclosureSells Insurance
View SEC Summary
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Nicholas Daddona is a registered investment advisor at Sowell Management, based in Dartmouth, MA, with 11 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 7 more. Their firm serves 6,624 clients with $4.8B in assets under management.

Sowell Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
110 advisors
Number of Clients
6,624 clients
Average Client Portfolio
$726K average
Assets Under Management
$4.8B

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Annual fee generally varies up to 2.50% depending on the portfolio size, composition, services rendered, and the specific investment advisor representative. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

84 Faunce Corner Road, Dartmouth, MA, 02747

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History

Regulatory History (1)
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Employment Separation After Allegations
June 2020
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Nicholas is the owner and president of Southcoast Insurance Group since 2013. He dedicates nearly full-time hours to this investment-related insurance business.

Employment History
Current Registrations
Sowell Management
September 2021 - Present · 5 yrs 1 mo
Previous Registrations
Allstate Financial Services, LLCBroker
February 2014 - June 2020 · 6 yrs 4 mos
Nylife Securities LLCBroker
November 2011 - June 2012 · 7 mos
State Registrations1 state
MA
Advisor

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.
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