Ralph Nicosia (CRD# 5884145) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Woodland Park, CO and has 1 year of experience in the finance industry.
CRD# 6403098
Rfg Advisory, LLC
CRD# 2202065
Adelmann Financial, Inc.
CRD# 6728761
T. Rowe Price Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Creativeone Wealth | Overland Park, KS | Jun 2023 - Current | < 1 |
| Candor Wealth Strategies | Sarasota, FL | Jun 2023 - Current | < 1 |
| Kln Enterprises | Denver, CO | Apr 2021 - Current | 3 |
| T Rowe Price | Colorado Springs, CO | Feb 2023 - May 2023 | < 1 |
| Angie | Woodland Park, CO | Dec 2021 - Feb 2022 | < 1 |
| Nicosia Inc. | Sarasota, FL | Nov 2017 - Nov 2021 | 4 |
| Homeadvisor | Colorado Springs, CO | Nov 2016 - Oct 2017 | < 1 |
| Enterprise | Colorado Springs, CO | Mar 2016 - Aug 2016 | < 1 |
| Prominent Heights Capital LLC | Colorado Springs, CO | Mar 2014 - Feb 2016 | 1 |
| National Securities Corporation | Colorado Springs, CO | Jun 2015 - Jul 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2023 |
| S63 | Uniform Securities State Law Examination | Apr 2023 |
- CO
- FL
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Total Assets Under Management3,430MILLIONS
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Total Number of Accounts21,910ACCOUNTS
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Average Account Value$156,562
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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