Nicholas B. Scalzo
Professional summary
Nicholas Braun Scalzo, ChFC®, CLU®, who also goes by Nick Scalzo, is a registered financial advisor currently at PROTOOLS located in Nashville, Tennessee.
Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Nicholas has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Nicholas Braun Scalzo's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 7, 2022 - Present
PROTOOLS
Office #1: 1920 Adelicia Street Suite 500, Nashville, TN 37212December 19, 2011 - November 15, 2021
CAPITAL INVESTMENT GROUP, INC.
April 29, 2011 - May 27, 2021
CLAREMONT FINANCIAL GROUP,INC.
September 16, 2005 - December 22, 2011
PACIFIC FINANCIAL ASSOCIATES, INC.
October 15, 2002 - September 22, 2005
ASSOCIATED PLANNERS INVESTMENT ADVISORY INC
July 10, 2002 - September 16, 2005
ASSOCIATED SECURITIES CORP.
January 7, 2000 - August 20, 2002
OSAIC WEALTH, INC.
October 11, 1996 - January 15, 1997
CAMDEN FINANCIAL SERVICES
September 8, 1995 - October 12, 1995
CAMDEN FINANCIAL SERVICES
July 12, 1995 - January 26, 2000
CENTAURUS FINANCIAL, INC.
May 26, 1994 - June 28, 1995
LAZAR FREDERICK & COMPANY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/7/2022)
Exams
Current Firm
PROTOOLS
CRD#: 321180 / SEC#:
Contact information
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