Unclaimed Profile

Nicolas John Pesci

VISIONARY WEALTH MANAGEMENT, LLC·ALPHARETTA, Georgia

Clean recordVISIONARY WEALTH MANAGEMENT, LLC

3980 OLD MILTON PARKWAY, ALPHARETTA, GA 30005CRD# 5844843Firm CRD# 311702

Profile Verification

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

Identity

Nicolas John Pesci · ALPHARETTA, GA

Registration

CRD #5844843 · VISIONARY WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Nicolas John Pesci is a registered financial advisor based in ALPHARETTA, Georgia, affiliated with VISIONARY WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

VISIONARY WEALTH MANAGEMENT, LLC

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at VISIONARY WEALTH MANAGEMENT, LLC →

Services

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5844843

Firm CRD# 311702

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Nicolas John Pesci offer?

Nicolas John Pesci specializes in Investment Management, Fee-Only Advisory. Contact their office in ALPHARETTA, Georgia for a consultation.

What are Nicolas John Pesci's credentials?

Nicolas John Pesci is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Nicolas John Pesci located?

Nicolas John Pesci is based in ALPHARETTA, Georgia, working with VISIONARY WEALTH MANAGEMENT, LLC. Their office serves clients in the ALPHARETTA metropolitan area and surrounding communities.

How does Nicolas John Pesci charge for services?

Nicolas John Pesci's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VISIONARY WEALTH MANAGEMENT, LLC?

VISIONARY WEALTH MANAGEMENT, LLC has approximately 16 employees. The firm is registered with the SEC as an investment adviser.

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