Nicholas
Pavao
Mutual Of Omaha Investor Services, Inc
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About this Advisor
Nicholas Pavao is a financial advisor working out of Braintree, Massachusetts. Pavao works at Mutual Of Omaha Investor Services, Inc. Pavao has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Pruco Securities, LLC, The Prudential Insurance Company Of America, Lyft, Ucsd Staderized Patient Program, Citizens Securities, Inc, Gobrands Logistics and Mutual Of Omaha. Pavao maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Rhode Island. Mutual Of Omaha Investor Services, Inc is a financial advisory company based in Omaha, NE. The firm has offices in 114 locations and a total of 320 financial advisors. It oversees $14 million in assets across its 92 client accounts, placing it among the smaller investment advisory firms in the country by assets under management. The firm provides services to 10 charities and foundations. Of its 92 customer accounts, 16% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The company offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors typically are based on which service is offered. However, fee types billed by Mutual Of Omaha Investor Services, Inc most likely are comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mutual Of Omaha Investor Services, Inc Brokerage Details
$14,275,270
320
92
$155,166
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Nicholas Pavao Work History
Nicholas has been registered as a financial advisor for 0 years.*
Mutual Of Omaha
Citizens Securities, Inc
Citizens Securities, Inc
Gobrands Logistics
Pruco Securities, LLC
The Prudential Insurance Company Of America
Lyft
Ucsd Staderized Patient Program
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
*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 Pavao 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 Mutual Of Omaha Investor Services, Inc
Omaha, NE
Indianapolis, IN
Sioux Falls, SD
Phoenix, AZ
Omaha, NE
Fairfax, VA
Marlton, NJ
Omaha, NE
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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