Nicholas
Pantle
Masso Torrence Wealth Management Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Nicholas Pantle is a certified financial planner who works out of Marlton, New Jersey, who has 2 years of relevant experience. Pantle is currently employed by Masso Torrence Wealth Management Inc. Their career trajectory has included roles at Rowan University, Ubs Financial Services Inc, Commonwealth Financial Network, Masso Torrence Wealth Management Inc and Purshe Kaplan Sterling Investments, Inc. Pantle holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in New Jersey and Texas. Masso Torrence Wealth Management Inc is an advisory business that has its headquarters in Marlton, NJ. It manages $199 million in total assets between its 569 client accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 569 accounts, 37% are held by high-net-worth individuals who have more than $1 million in investable assets. The business performs a wide array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fees usually are based on the financial services offered. However, fees charged by Masso Torrence Wealth Management Inc most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Masso Torrence Wealth Management Inc Brokerage Details
$199,069,778
5
569
$349,859
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Nicholas Pantle Work History
Nicholas has been registered as a financial advisor for 2 years.*
Masso Torrence Wealth Management Inc
Purshe Kaplan Sterling Investments, Inc
Commonwealth Financial Network
Ubs Financial Services Inc
Ubs Financial Services Inc
Rowan University
*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 Pantle 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 Masso Torrence Wealth Management Inc
Marlton, NJ
Marlton, NJ
Marlton, 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.