Nicholas
Ventura
Ventura Wealth Management
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About this Advisor
Nicholas Ventura is a certified financial planner based in Morrisville, Pennsylvania with 13 years of relevant experience. Ventura is an employee of Ventura Wealth Management. They have been with Ventura Wealth Management for their whole career. Ventura holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in California, New Jersey and Texas. Ventura Wealth Management is an advisory firm operating out of Morrisville, PA. It handles $443 million in total assets between its 1,321 customer accounts, making it one of the bigger financial advisory firms in the country by assets under management. Of its 1,321 client accounts, 22% are held by high-net-worth investors who have more than $1 million in assets. Ventura Wealth Management has a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fees typically depend on the financial services. Fee types billed by Ventura Wealth Management can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ventura Wealth Management Brokerage Details
$443,213,397
9
1,321
$335,514
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Nicholas Ventura Work History
Nicholas has been registered as a financial advisor for 13 years.*
American Portfolios Financial Services, 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 Ventura 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 Ventura Wealth Management
Morrisville, PA
Morrisville, PA
Morrisville, PA
Morrisville, PA
Morrisville, PA
Morrisville, PA
Morrisville, PA
Morrisville, PA
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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.
