Nicholas
Nicolette
Sterling Financial Planning Inc
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About this Advisor
Nicholas Nicolette is a certified financial planner working out of Sparta, New Jersey who has 18 years of relevant experience. Nicolette is an advisor for Sterling Financial Planning Inc. Their career trajectory has included roles at Sterling Financial Planning Inc, Sterling Financial Group, Inc and Nicolas Anthony Nicolette - Self Employed. Nicolette holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in New Jersey and Texas. Sterling Financial Planning Inc is an advisory business based out of Sparta, NJ. It has $549 million in assets across its 1,508 customer accounts, making it one of the larger firms in the country by assets under management. The firm advises seven charitable organizations. Of its 1,508 accounts, 30% belong to high-net-worth clients who have greater than $1 million in investable assets. The business provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and other services. A financial advisor's fee schedules vary depending on which services the firm provides the client. However, fee types billed by Sterling Financial Planning Inc likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sterling Financial Planning Inc Brokerage Details
$549,105,901
6
1,508
$364,129
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Other
Nicholas Nicolette Work History
Nicholas has been registered as a financial advisor for 18 years.*
Sterling Financial Planning Inc
Sterling Financial Group, Inc
Nicolas Anthony Nicolette - Self Employed
*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 Nicolette 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 Sterling Financial Planning Inc
Sparta, NJ
Sparta, NJ
Sparta, NJ
Sparta, NJ
Sparta, NJ
Sparta, NJ
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.
