Nicholas
Famularo

Abbey Street

CRD#6627344
Investment Advisor
in Richfield, MN

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About this Advisor

Nicholas Famularo is a financial advisor based in Richfield, Minnesota, working with Abbey Street. Nicholas has previously held positions 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. Nicholas has passed the Series 66 regulatory exam and is registered to provide services in Minnesota. Currently, Nicholas is part of Abbey Street, which operates out of Richfield, Minnesota. The firm has 12 employees and manages assets totaling $245.0 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and educational seminars. The fee structure at Abbey Street includes asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Richfield, MN

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Abbey Street Brokerage Details

Total Assets Under Management

$245,005,947

MN Average: $5,289,111,388
Total Number of Employees

12

MN Average: 157
Total Number of Accounts

563

MN Average: 8,262
Average Account Size

$435,179

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops

Nicholas Famularo Work History

2022 - Present (2 years)

Abbey Street

2022 - 2022 (< 1 year)

Ian Donaldson

2019 - 2022 (3 years)

Joshua Oertli

2019 - 2022 (3 years)

Northwestern Mutual Investment Services LLC

2019 - 2022 (3 years)

Mark Skubic

2019 - 2020 (1 year)

H E Bradley

2019 - 2022 (3 years)

Northwestern Mutual Wealth Management Company

2017 - 2019 (2 years)

Morgan Stanley

2016 - 2017 (1 year)

Jersey Mikes

2016 - 2016 (< 1 year)

Northwestern Mutual Life Insurance Company

2015 - 2017 (2 years)

Student

2014 - 2016 (2 years)

Minnesota Wild Organization

2012 - 2015 (3 years)

Student

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

Brian Parkhurst
Eden Prairie, MN
Brandt Colville
Eden Prairie, MN
Blake Faust
Victoria, MN
Nicholas Famularo
Richfield, MN
Eric Schierhorn
Eden Prairie, MN
Ben Clymer
Eden Prairie, MN
Robert Cron
Eden Prairie, MN
Daniel Mulheran
Eden Prairie, MN

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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