Nicholas
Lentini
Continuum Advisory, LLC
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About this Advisor
Nicholas Lentini is a financial advisor operating in Newhall, California with a total of 5 years of industry experience. Lentini is currently employed by Continuum Advisory, LLC. Over the course of their career, Lentini has held roles at Lentini Financial Advisory, Lentini Agency, Transamerica Financial Advisors, Inc, Triad Advisors, College Of The Canyons and Signator Investors, Inc. Lentini maintains Series 63 and Series 66 licenses, certifying them as a securities broker, and is able to work in California and Idaho. Continuum Advisory, LLC is a business that has its headquarters in Eagle, ID. The investment advisory business has offices in 19 locations and a total of 67 people on staff. It controls $1 billion in total assets across its 2,045 accounts, placing it among the bigger firms in the United States by assets under management. The firm advises 13 charities and foundations. Of its 2,045 accounts, 15% belong to high-net-worth investors who have more than $1 million in investable assets. The company has a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advisory services largely depend on which services the firm provides the client. However, fees charged by Continuum Advisory, LLC most likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Continuum Advisory, LLC Brokerage Details
$1,019,114,914
67
2,045
$498,345
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Nicholas Lentini Work History
Nicholas has been registered as a financial advisor for 5 years.*
Triad Advisors
Lentini Financial Advisory
College Of The Canyons
Signator Investors, Inc
Transamerica Financial Advisors, Inc
Lentini Agency
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Nicholas Lentini to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Continuum Advisory, LLC
Eagle, ID
Tampa, FL
Eagle, ID
Fountain Valley, CA
Annapolis, MD
Eagle, ID
Eagle, ID
Eagle, ID
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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