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Nicholas Joeseph Mancini

BROADSTREET GLOBAL ADVISORS, INC.·SOMERS, New York
Series 65Clean record3 years registeredBROADSTREET GLOBAL ADVISORS, INC.
361 ROUTE 202, SOMERS, NY 10589CRD# 5317614Firm CRD# 324586

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nicholas Joeseph Mancini · SOMERS, NY
Registration
CRD #5317614 · BROADSTREET GLOBAL ADVISORS, INC. · 3 years registered
Brand Profile
Not yet started
01

Career History

INNOVATIVE FAMILY OFFICE LLC
Feb 2024 – present
INNOVATIVE PRIVATE WEALTH MANAGEMENT INC.
Feb 2023 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · February 28, 2023
Years registered · 3
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BROADSTREET GLOBAL ADVISORS, INC.
CRD 324586 · SEC 801-127387
AUM
$103M
Regulatory assets under management
Employees
4
357 client accounts
Services offered by BROADSTREET GLOBAL ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BROADSTREET GLOBAL ADVISORS, INC. →
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05

Frequently Asked Questions

What services does Nicholas Joeseph Mancini offer?
Nicholas Joeseph Mancini specializes in Financial Planning, Investment Management. Contact their office in SOMERS, New York for a consultation.
What are Nicholas Joeseph Mancini's credentials?
Nicholas Joeseph Mancini is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nicholas Joeseph Mancini located?
Nicholas Joeseph Mancini is based in SOMERS, New York, working with BROADSTREET GLOBAL ADVISORS, INC.. Their office serves clients in the SOMERS metropolitan area and surrounding communities.
How does Nicholas Joeseph Mancini charge for services?
Nicholas Joeseph Mancini'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 BROADSTREET GLOBAL ADVISORS, INC.?
BROADSTREET GLOBAL ADVISORS, INC. has approximately 4 employees and manages $103M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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