Nicolas Lattanzio is a registered investment advisor, based in Plano, TX, with 7 years of industry experience.
Location
7900 Windrose Avenue, Plano, TX, 75024
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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.
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Nicolas is an employee of The Vanguard Group, Inc., the parent company of Vanguard Marketing Corporation. This activity is not investment-related.
Employment History
Current Registrations
Vanguard Marketing Corporation
September 2021 - Present · 4 yrs 8 mos
Vanguard Advisers, INC.
September 2021 - Present · 4 yrs 8 mos
Vanguard Marketing CorporationBroker
September 2021 - Present · 4 yrs 8 mos
Previous Registrations
Edward Jones
February 2019 - July 2021 · 2 yrs 5 mos
Edward JonesBroker
October 2018 - July 2021 · 2 yrs 9 mos
State Registrations2 states
PATX
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.