Unclaimed Profile

Nicholas James Lamoriello

LAMCO ADVISORY SERVICES INC.·LAKE MARY, Florida

Series 2, Series 63, Series 6530 years registeredLAMCO ADVISORY SERVICES INC.

1525 INTERNATIONAL PARKWAY, LAKE MARY, FL 32746CRD# 1956301Firm CRD# 111727

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Nicholas James Lamoriello · LAKE MARY, FL

Registration

CRD #1956301 · LAMCO ADVISORY SERVICES INC. · 30 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LAMCO ADVISORY SERVICES INC.

NCT FINANCIAL SERVICES, LLC

Sep 2005 – Mar 2011

LAKE MARY, FL

LAMCO ADVISORY SERVICES INC.

Jan 1996 – Jun 2021

LAKE MARY, FL

Registrations & Exams

FINRA examinations passed

Series 2

Series 63

Series 65

Registration record

First registered · January 1, 1996

Years registered · 30

Disclosure History

1993Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

LAMCO ADVISORY SERVICES INC.

CRD 111727 · SEC 801-40331

AUM

$3.5B

Regulatory assets under management

Employees

643 client accounts

Services offered by LAMCO ADVISORY SERVICES INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LAMCO ADVISORY SERVICES INC. →

Introduction

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Frequently Asked Questions

What services does Nicholas James Lamoriello offer?

Nicholas James Lamoriello specializes in Financial Planning, Investment Management, Wealth Management.

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, last registered with LAMCO ADVISORY SERVICES INC..

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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