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Nicholas Vincent Ventura

NVWM LLC·YARDLEY, Pennsylvania
Clean recordNVWM LLC
820 TOWNSHIP LINE ROAD, YARDLEY, PA 19067CRD# 726136Firm CRD# 152301

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nicholas Vincent Ventura · YARDLEY, PA
Registration
CRD #726136 · NVWM LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Nicholas Vincent Ventura is a registered financial advisor based in YARDLEY, Pennsylvania, affiliated with NVWM LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
NVWM LLC
VENTURA WEALTH MANAGEMENT
AUM
$518M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at NVWM LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 726136
Firm CRD# 152301
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Nicholas Vincent Ventura offer?
Nicholas Vincent Ventura specializes in Financial Planning, Investment Management. Contact their office in YARDLEY, Pennsylvania for a consultation.
What are Nicholas Vincent Ventura's credentials?
Nicholas Vincent Ventura is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nicholas Vincent Ventura located?
Nicholas Vincent Ventura is based in YARDLEY, Pennsylvania, working with NVWM LLC. Their office serves clients in the YARDLEY metropolitan area and surrounding communities.
How does Nicholas Vincent Ventura charge for services?
Nicholas Vincent Ventura'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 NVWM LLC?
NVWM LLC has approximately 9 employees and manages $518M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at NVWM LLC

Daniel Henry Mcelwee
YARDLEY, PA
Thomas Michael Cahill
YARDLEY, PA

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Research
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