Nicholas Bertelli
Nicholas Bertelli is a registered investment advisor at Raymond James & Associates, INC., based in Augusta, GA, with 3 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
1325 Greene Street, Augusta, GA, 30901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nicholas works as an equestrian coach/riding instructor, dedicating a few hours per week. He also provides special event hospitality services at The White Horse, spending minimal time on this activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations16 states
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