Nicholas
Famularo
Abbey Street
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About this Advisor
Nicholas Famularo is a certified financial planner who works in Richfield, Minnesota with a total of 1 year of relevant experience. Famularo currently works for Abbey Street. Throughout their career, Famularo has worked at Morgan Stanley, Student, Jersey Mikes, Minnesota Wild Organization, Joshua Oertli, Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, Mark Skubic, H E Bradley, Northwestern Mutual Wealth Management Company, Ian Donaldson and Abbey Street. Famularo holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in Minnesota. Abbey Street is a registered investment firm operating out of Eden Prairie, MN. It controls $193 million in total assets among its 527 customer accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. The firm provides services to one charitable organizations. Of its 527 customer accounts, 23% are associated with high-net-worth investors who have greater than $1 million in assets. The firm provides a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Fees for financial management vary depending on the type of financial services. Fee types charged by Abbey Street likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Abbey Street Brokerage Details
$192,566,654
12
527
$365,402
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Nicholas Famularo Work History
Nicholas has been registered as a financial advisor for 1 years.*
Abbey Street
Ian Donaldson
Joshua Oertli
Northwestern Mutual Investment Services LLC
Mark Skubic
H E Bradley
Northwestern Mutual Wealth Management Company
Morgan Stanley
Jersey Mikes
Northwestern Mutual Life Insurance Company
Student
Minnesota Wild Organization
Student
*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 Famularo 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 Abbey Street
Eden Prairie, MN
Eden Prairie, MN
Richfield, MN
Eden Prairie, MN
Victoria, MN
Eden Prairie, MN
Eden Prairie, MN
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
