Nicholas Gacioch (CRD# 6816632) is an Investment Advisor Representative working at Prudential Financial Planning Services in Vestal, NY and has 1 year of experience in the finance industry.
CRD# 4349306
Lpl Financial LLC
CRD# 2135902
Stifel, Nicolaus & Company, Incorporated
CRD# 4893694
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Prudential Insurance Company Of America | Vestal, NY | Mar 2024 - Current | < 1 |
| Pruco Securities LLC | Vestal, NY | Feb 2024 - Current | < 1 |
| Unemployed | Vestal, NY | Sep 2023 - Feb 2024 | < 1 |
| Pruco Securities LLC | Syracuse, NY | Feb 2023 - Sep 2023 | < 1 |
| Unemployed | Vestal, NY | Sep 2022 - Feb 2023 | < 1 |
| State Farm Kris Yelverton | Vestal, NY | Dec 2021 - Sep 2022 | < 1 |
| Unemployed | Vestal, NY | Oct 2020 - Dec 2021 | 1 |
| Ameriprise Financial, Jon L Myers And Associates | Vestal, NY | May 2017 - Oct 2020 | 3 |
| University Student | Vestal, NY | Sep 2017 - Jul 2019 | 1 |
| College Student | Vestal, NY | Sep 2015 - Jun 2017 | 1 |
| Vestal High School | Vestal, NY | Sep 2012 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
| S63 | Uniform Securities State Law Examination | Oct 2023 |
- NY
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Total Assets Under Management16,379MILLIONS
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Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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