Nicholas Luppo is a registered investment advisor at Cm Capital Partners, based in Manchester, NJ, with 4 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Real Estate Investing. Their firm serves 59 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Accredited Investors pay 2.00% of assets under management along with a 20.00% performance fee based on capital appreciation.
Fee Estimator
Location
Manchester, NJ
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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 Activities
Nicholas is a registered representative with BLV Securities since March 2025. This activity takes nearly full-time hours.
Employment History
Current Registrations
Cm Capital Partners
Previous Registrations
Blv SecuritiesBroker
Gilder Gagnon Howe & CO. LLC
Gilder Gagnon Howe & CO. LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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