Nicholas G. Caramanica

ARLINGTON WEALTH PLANNING

Arlington, VA

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CRD#: 6154567

Professional summary

Nicholas Greggory Caramanica, CFP®, who also goes by Greg Caramanica, is a registered financial advisor currently at ARLINGTON WEALTH PLANNING, LLC located in Arlington, Virginia.

Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Nicholas has worked at 2 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Tax Planning

Retirement Income Management

Debt Management

Comprehensive Financial Planni...

Budgeting

Small Business Planning

Education Planning

Retirement Planning

Employee and Employer Plan Ben...

Social Security Planning

Investment Planning

Estate Planning

Insurance Planning

Do you have an area of expertise or specialization?

AUM

Business Owners

Cash Flow/Budgets/Credit Issue...

College/Education Planning

Entrepreneurs

Estate & Generational Planning...

Are you a "fiduciary"?

Yes

Aliases

Greg Caramanica

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.

Owner Caramanica Consulting, LLC, NON-INVESTMENT RELATED. APPROX. 40 HOURS PER WEEK, DURING SECURITIES TRADING HOURS. Owner Slopeside Rentals, LLC, NON-INVESTMENT RELATED. APPROX. 2 HOURS PER WEEK, DURING SECURITIES TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas Greggory Caramanica's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

January 11, 2021 - Present

ARLINGTON WEALTH PLANNING, LLC

RIA

CRD#: 289946

Arlington, VA

Past

October 27, 2017 - December 31, 2020

ARLINGTON WEALTH PLANNING, LLC

RIA

CRD#: 289946

ARLINGTON, VA

Past

June 8, 2017 - October 23, 2017

INTEGRATED FINANCIAL PLANNING SERVICES

RIA

CRD#: 17935

ARLINGTON, VA

Past

April 24, 2013 - October 23, 2017

INTEGRATED FINANCIAL PLANNING SERVICES

CRD#: 17935

ARLINGTON, VA

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

District of Columbia
(4/13/2022)

IAR

Maryland
(4/4/2022)

IAR

North Carolina
(3/2/2022)

IAR

Virginia
(1/11/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 5/9/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/23/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/23/2013

General Securities Representative Examination

Current Firm

ARLINGTON WEALTH PLANNING, LLC

CRD#: 289946 / SEC#:

District of Columbia

Registered Investment Advisory firm - (6/30/2022 Approved)

Maryland

Registered Investment Advisory firm - (4/4/2022 Approved)

North Carolina

Registered Investment Advisory firm - (2/28/2022 Approved)

Virginia

Registered Investment Advisory firm - (1/7/2021 Approved)

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Contact information

Main Address

Arlington, VA

Mailing Address

Phone number

(703) 300-0448

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	88
AUM (Assets Under Management)	$ 8,938,926

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.

Contact information

(xxx) xxx-xxxx

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Nicholas G. Caramanica

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas Greggory Caramanica's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARLINGTON WEALTH PLANNING, LLC

ARLINGTON WEALTH PLANNING, LLC

INTEGRATED FINANCIAL PLANNING SERVICES

INTEGRATED FINANCIAL PLANNING SERVICES

State Registrations and Notice Filings

Exams

Series 63

Date: 5/9/2013

SIE

Date: 10/23/2017

Series 7

Date: 4/23/2013

Current Firm

ARLINGTON WEALTH PLANNING, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ARLINGTON WEALTH PLANNING, LLC

TRUST BUT VERIFY

Contact information

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