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Nicholas James Lamoriello

LAMCO ADVISORY SERVICES INC.·LAKE MARY, Florida
Unclaimed Profile
1525 INTERNATIONAL PARKWAY, LAKE MARY, FL 32746CRD# 1956301Firm CRD# 111727
01

About

Nicholas James Lamoriello is a registered financial advisor based in LAKE MARY, Florida, affiliated with LAMCO ADVISORY SERVICES INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LAMCO ADVISORY SERVICES INC.
LAMCO ADVISORY SERVICES INC.
AUM
$3.5B
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at LAMCO ADVISORY SERVICES INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1956301
Firm CRD# 111727
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Nicholas James Lamoriello offer?
Nicholas James Lamoriello specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAKE MARY, Florida for a consultation.
What are Nicholas James Lamoriello's credentials?
Nicholas James Lamoriello is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nicholas James Lamoriello located?
Nicholas James Lamoriello is based in LAKE MARY, Florida, working with LAMCO ADVISORY SERVICES INC.. Their office serves clients in the LAKE MARY metropolitan area and surrounding communities.
How does Nicholas James Lamoriello charge for services?
Nicholas James Lamoriello's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LAMCO ADVISORY SERVICES INC.?
LAMCO ADVISORY SERVICES INC. has approximately 13 employees and manages $3.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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