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Nicholas Thomas Avello

ALGONQUIN FINANCIAL ADV, INC. D/B/A AVELLINO FINANCIAL ADV, INC.·HILLSIDE, Illinois
SIE, Series 3, Series 6, Series 6TO, Series 27, Series 30, Series 62, Series 63, Series 99TOClean recordALGONQUIN FINANCIAL ADV, INC. D/B/A AVELLINO FINANCIAL ADV, INC.
4415 HARRISON STREET, HILLSIDE, IL 60162CRD# 1488144Firm CRD# 164805

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nicholas Thomas Avello · HILLSIDE, IL
Registration
CRD #1488144 · ALGONQUIN FINANCIAL ADV, INC. D/B/A AVELLINO FINANCIAL ADV, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 6
Series 6TO
Series 27
Series 30
Series 62
Series 63
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
ALGONQUIN FINANCIAL ADV, INC. D/B/A AVELLINO FINANCIAL ADV, INC.
CRD 164805 · SEC 801-107924
AUM
$9M
Regulatory assets under management
Employees
3
10 client accounts
Services offered by ALGONQUIN FINANCIAL ADV, INC. D/B/A AVELLINO FINANCIAL ADV, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ALGONQUIN FINANCIAL ADV, INC. D/B/A AVELLINO FINANCIAL ADV, INC. →
Introduction

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Frequently Asked Questions

What services does Nicholas Thomas Avello offer?
Nicholas Thomas Avello specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HILLSIDE, Illinois for a consultation.
What are Nicholas Thomas Avello's credentials?
Nicholas Thomas Avello is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nicholas Thomas Avello located?
Nicholas Thomas Avello is based in HILLSIDE, Illinois, working with ALGONQUIN FINANCIAL ADV, INC. D/B/A AVELLINO FINANCIAL ADV, INC.. Their office serves clients in the HILLSIDE metropolitan area and surrounding communities.
How does Nicholas Thomas Avello charge for services?
Nicholas Thomas Avello'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 ALGONQUIN FINANCIAL ADV, INC. D/B/A AVELLINO FINANCIAL ADV, INC.?
ALGONQUIN FINANCIAL ADV, INC. D/B/A AVELLINO FINANCIAL ADV, INC. has approximately 3 employees and manages $9M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ALGONQUIN FINANCIAL ADV, INC. D/B/A AVELLINO FINANCIAL ADV, INC.

Christopher Richard Wurtzinger
HILLSIDE, IL

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