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Nicholas Jason Angelillo

Nicholas J. Angelillo

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CRD#: 4023265
Nicholas Jason Angelillo

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Nicholas Jason Angelillo was a registered financial professional .

Nicholas is a previously registered financial professional and started their career in finance in 2000. Nicholas had worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 26 exams.

Biography

As a Planning Consultant, I partner with Financial Consultants to understand a client's short and long term goals to help them build a financial plan that is customized to meet their unique needs. Forming strong relationships with my clients and their families is of the utmost importance to me and I work hard to maintain a deep level of trust, reliability, and competency.
top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
OBA-64278|OrgNmn:Amazon Flex|Org Addr:Seattle,Washington,US|OBA Nature:Independent Contractor - Use o|Invst Rel:N|Title:Independent Contractor|Duties:If I decide to accept a time block on the weekend, pick up packages at Amazon Warehouse and deliver to residents. |StrtDt:11-10-2021|TotHrs/mon:10|TrdHrs/mon:0|

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Education

University of Hartford

Bachelor of Business Administration - Finance & Economics

2002

Experience

Past

July 13, 2018 - February 4, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
NAPLES, FL
Past

June 3, 2016 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
NAPLES, FL
Past

April 22, 2016 - February 4, 2025

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
NAPLES, FL
Past

October 8, 2014 - January 7, 2016

EDWARD JONES

RIA
CRD#: 250
BONITA SPRINGS, FL
Past

June 16, 2014 - January 7, 2016

EDWARD JONES

BD
CRD#: 250
BONITA SPRINGS, FL
Past

October 4, 2013 - April 22, 2014

QUEST CAPITAL STRATEGIES, INC.

BD
CRD#: 16783
LAGUNA HILLS, CA
Past

February 13, 2009 - December 31, 2011

THE LEADERS GROUP, INC.

BD
CRD#: 37157
SUMMIT, NJ
Past

August 26, 2004 - August 2, 2007

HIMCO DISTRIBUTION SERVICES COMPANY

BD
CRD#: 6604
SIMSBURY, CT
Past

April 5, 2000 - June 1, 2004

VOYA FINANCIAL PARTNERS, LLC

BD
CRD#: 34815
WINDSOR, CT

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/5/2014
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 12/9/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/20/2004
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 4/4/2000
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 2/13/2003
Investment Company Products/Variable Contracts Principal Examination

Current Firm

FIDELITY PERSONAL AND WORKPLACE ADVISORS
FIDELITY PERSONAL AND WORKPLACE ADVISORS
FIDELITY PERSONAL AND WORKPLACE ADVISORS | FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC

CRD#: 288590 / SEC#: 801-112027

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Contact information

Main Address
245 Summer Street, V2a, Boston, MA 02210
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
15,424

Documents

Latest Form ADV

Part 2 Brochures

FIDELITY WEALTH ADVISOR SOLUTIONS (11/15/2024)
FPWA FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/28/2024)
FPWA FIDELITY GO (3/28/2024)
FPWA FIDELITY MANAGED FIDFOLIOS (3/28/2024)
FPWA FIDELITY STRATEGIC DISCIPLINES (3/28/2024)
FPWA FIDELITY WEALTH SERVICES (3/28/2024)

Regulatory assets under management

Total Number of Accounts1,991,043
AUM (Assets Under Management)$ 818,776,100,963

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
08/22/2024
Cover Page
Report
10/23/2023
Cover Page
Report
01/06/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY PERSONAL AND WORKPLACE ADVISORS

Planning ConsultantCRD#: 288590

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