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Nicholas David Delurgio

DELURGIO NICHOLAS DAVID·SCOTTS VALLEY, California
Unclaimed Profile
108 WHISPERING PINES DR STE 130, SCOTTS VALLEY, CA 95066-4785CRD# 868637Firm CRD# 107561
01

About

Nicholas David Delurgio is a registered financial advisor based in SCOTTS VALLEY, California, affiliated with DELURGIO NICHOLAS DAVID. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
DELURGIO NICHOLAS DAVID
DIVERSIFIED FINANCIAL
AUM
$48M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at DELURGIO NICHOLAS DAVID →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Commissions
Regulatory
SEC/IARD CRD# 868637
Firm CRD# 107561
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Nicholas David Delurgio offer?
Nicholas David Delurgio specializes in Financial Planning, Investment Management. Contact their office in SCOTTS VALLEY, California for a consultation.
What are Nicholas David Delurgio's credentials?
Nicholas David Delurgio is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nicholas David Delurgio located?
Nicholas David Delurgio is based in SCOTTS VALLEY, California, working with DELURGIO NICHOLAS DAVID. Their office serves clients in the SCOTTS VALLEY metropolitan area and surrounding communities.
How does Nicholas David Delurgio charge for services?
Nicholas David Delurgio's firm is compensated through percentage of aum, hourly charges, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DELURGIO NICHOLAS DAVID?
DELURGIO NICHOLAS DAVID has approximately 1 employees and manages $48M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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