Nicholas Smutney is a CFP-designated registered investment advisor, based in Bridgeville, PA, with 8 years of industry experience.
Location
1195 Washington Pike, Ste 102, Bridgeville, PA, 15017
Get directionsHistory
Regulatory History
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
Nicholas is an insurance agent selling life, health, disability, annuities, and long-term care insurance, dedicating a few hours per week to this activity. He also works full-time as a financial advisor at DSF Wealth Management, aiding in preparing financial plans and recommendations for clients.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Strategic Wealth Investment Group, LLC
PNC InvestmentsBroker
PNC Investments
Citizens Securities, INC.Broker
Citizens Securities, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations8 states
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.