Unclaimed Profile

Nicholas Braun Scalzo

PACIFIC FINANCIAL GROUP,LLC·BELLEVUE, Washington

SIE, Series 7, Series 24, Series 63, Series 65ChFC23 years registeredPACIFIC FINANCIAL GROUP,LLC

11811 NE 1ST STREET, BELLEVUE, WA 98005CRD# 2486415Firm CRD# 143041

Profile Verification

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

Identity

Nicholas Braun Scalzo · BELLEVUE, WA

Registration

CRD #2486415 · PACIFIC FINANCIAL GROUP,LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PACIFIC FINANCIAL GROUP,LLC

PROTOOLS

Oct 2022 – Apr 2026

NASHVILLE, TN

CLAREMONT FINANCIAL GROUP,INC.

Apr 2011 – May 2021

CLAREMONT, CA

ASSOCIATED PLANNERS INVESTMENT ADVISORY INC

Oct 2002 – Sep 2005

COSTA MESA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · October 15, 2002

Years registered · 23

Professional designation · ChFC

Disclosure History

2001Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

PACIFIC FINANCIAL GROUP,LLC

CRD 143041 · SEC 801-68318

AUM

$3.1B

Regulatory assets under management

Employees

18 client accounts

Services offered by PACIFIC FINANCIAL GROUP,LLC

Per Form ADV

Portfolio management (pooled investments)

Other

Client types served by the firm

Per Form ADV

Institutional Investors

View all advisors at PACIFIC FINANCIAL GROUP,LLC →

Introduction

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Frequently Asked Questions

What services does Nicholas Braun Scalzo offer?

Nicholas Braun Scalzo specializes in Investment Management.

What are Nicholas Braun Scalzo's credentials?

Nicholas Braun Scalzo holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Nicholas Braun Scalzo located?

Nicholas Braun Scalzo is based in BELLEVUE, Washington, last registered with PACIFIC FINANCIAL GROUP,LLC.

How does Nicholas Braun Scalzo charge for services?

Nicholas Braun Scalzo's firm is compensated through percentage of aum, other: negotiated fees for riskpro. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PACIFIC FINANCIAL GROUP,LLC?

PACIFIC FINANCIAL GROUP,LLC has approximately 20 employees and manages $3.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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