NP
NP

Nicholas Marc Pagonis

2 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
16 clients
Average Client Portfolio
$252.7M average
Assets Under Management
$4.0B

Fee Structure

Minimum Investment:$5M
Financial Planning:Investment management only
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Location

520 Madison Avenue, New York, NY, 10022-4213

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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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Employment History
Current Registrations
Jefferies LLC
April 2024 - Present · 1 yr 10 mos
Leucadia Asset Management LLC
April 2024 - Present · 1 yr 10 mos
Jefferies LLCBroker
April 2024 - Present · 1 yr 10 mos
Previous Registrations
City National Rochdale
October 2023 - April 2024 · 6 mos
Cnr Securities, LLCBroker
June 2023 - April 2024 · 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Nicholas Marc Pagonis - Financial Advisor | TrueAdvisor