NP
NP

Nicholas Picucci

6 Years of Experience
Denver, CO
Broker

Nicholas Picucci is a registered investment advisor at Raymond James & Associates, INC., based in Denver, CO, with 6 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

4643 South Ulster Street, Suite 1350, Denver, CO, 80237

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History

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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Other Business Activities

Nicholas owns rental real estate property since 2021, dedicating a few hours per week to it. His duties include choosing renters, collecting rent, maintaining the property, and paying the mortgage.

Employment History
Current Registrations
Raymond James & Associates, INC.
August 2019 - Present · 7 yrs 1 mo
Raymond James & Associates, INC.Broker
July 2019 - Present · 7 yrs 2 mos
State Registrations21 states
AZCACOFLIAIDILKSKYMIMOMTNHNJNVNYOHTXUTWAWY
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.
Nicholas Picucci - Financial Advisor | TrueAdvisor