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Nicholas Philip Zizzo

CAPGROUP ADVISORS, LLC·RICHMOND, Virginia
Unclaimed Profile
7100 FOREST AVE., RICHMOND, VA 23226CRD# 4174795Firm CRD# 139874
01

About

Nicholas Philip Zizzo is a registered financial advisor based in RICHMOND, Virginia, affiliated with CAPGROUP ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CAPGROUP ADVISORS, LLC
CAPGROUP ADVISORS
AUM
$1.2B
Regulatory assets under management
Employees
15
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4174795
Firm CRD# 139874
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Nicholas Philip Zizzo offer?
Nicholas Philip Zizzo specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RICHMOND, Virginia for a consultation.
What are Nicholas Philip Zizzo's credentials?
Nicholas Philip Zizzo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nicholas Philip Zizzo located?
Nicholas Philip Zizzo is based in RICHMOND, Virginia, working with CAPGROUP ADVISORS, LLC. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.
How does Nicholas Philip Zizzo charge for services?
Nicholas Philip Zizzo's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPGROUP ADVISORS, LLC?
CAPGROUP ADVISORS, LLC has approximately 15 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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