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Nickolas Bellanza

6 Years of Experience
Orlando, FL
Broker

Nickolas Bellanza is a registered investment advisor at Morgan Stanley, based in Orlando, FL, with 6 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

Windmere Financial Center, 4705 South Apopka Vineland Road, Suite 202, Orlando, FL, 32819

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Nickolas is a content creator on YouTube since January 2023. He spends a few hours per week on this activity.

Employment History
Current Registrations
Morgan Stanley
September 2023 - Present · 2 yrs 8 mos
Morgan StanleyBroker
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
E*trade Capital Management, LLC
May 2022 - September 2023 · 1 yr 4 mos
E*trade Securities LLCBroker
May 2022 - September 2023 · 1 yr 4 mos
Morgan Stanley
March 2021 - May 2022 · 1 yr 2 mos
Morgan StanleyBroker
March 2021 - May 2022 · 1 yr 2 mos
Voya Investment Management CO. LLC
June 2019 - May 2020 · 11 mos
Voya Investments Distributor, LLCBroker
April 2019 - May 2020 · 1 yr 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.