Nicholas Agostino, financial advisor Davie FL

Nicholas Agostino

CRD Number: 5166683
Current Firm: Cetera Investment Advisers LLC

Nicholas Agostino (CRD# 5166683) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Davie, FL and has over 15 years of experience in the finance industry. Nicholas Agostino has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cetera Advisors LLC St Cloud, MN Jun 2021 - Current 2
Cetera Financial Specialists LLC Schaumburg, IL Jun 2021 - Current 2
Cetera Investment Services LLC St Cloud, MN Jun 2021 - Current 2
Cetera Investment Advisors LLC Schaumburg, IL Mar 2016 - Current 8
Cetera Advisor Networks LLC El Segundo, CA Jun 2015 - Current 8
First Allied Securities, Inc. San Diego, CA Jun 2021 - Sep 2022 1
Summit Financial Group Boca Raton, FL Jun 2015 - May 2021 5
Summit Brokerage Services Inc. Boca Raton, FL Jun 2015 - Sep 2019 4
Viniar & Company Tequesta, FL Sep 2013 - May 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2008
S66 NASAA Uniform Combined State Law Examination Jun 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Nicholas Agostino
Phone Number: 888-528-2987
Registered State(s):
  • FL
  • GA
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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