Nicholas
Randone

Avantax Advisory Services

CRD#6195899
Investment Advisor
in Melville, NY

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About this Advisor

Nicholas Randone is a financial advisor operating in Melville, New York, who has 2 years of industry experience. Randone is on the advisory team at Avantax Advisory Services. During their career, the advisor has held roles at Avantax Investment Services, Inc, Koval & Casagrande, Cpa'S Pllc, Koval & Casagrande, Cpa'S, University At Albany, The Ayco Company, Avantax Advisory Services and Koval & Casagrande, Cpas Pllc. Randone maintains a Series 63 license, which qualifies them as a securities representative, and can work in New York. Avantax Advisory Services is a firm that has its headquarters in Coppell, TX. The company has offices in 1,514 locations and a total of 2,433 people on staff. It administers $31 billion in total assets among its 123,393 client accounts, making it one of the biggest firms in the country by assets under management. Of its 123,393 accounts, just 6% belong to high-net-worth investors who have greater than $1 million in assets. Avantax Advisory Services has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees charged by financial advisors depend on the type of services offered. Fee types billed by Avantax Advisory Services most likely consist of some combination of asset-based, fixed and other fees.

Certifications and Registrations

Series 63

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

324 South Service Rd Suite 118
Melville, NY 11747

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Avantax Advisory Services Brokerage Details

Total Assets Under Management

$30,968,246,116

NY Average: $3,042,739,679
Total Number of Employees

2,433

NY Average: 49
Total Number of Accounts

123,393

NY Average: 2,315
Average Account Size

$250,972

NY Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Nicholas Randone Work History

Nicholas has been registered as a financial advisor for 2 years.*

2017 - Present (7 years)

Avantax Advisory Services

2014 - Present (10 years)

Avantax Investment Services, Inc

2014 - Present (10 years)

Koval & Casagrande, Cpa'S Pllc

2014 - Present (10 years)

Koval & Casagrande, Cpas Pllc

2013 - 2014 (1 year)

Koval & Casagrande, Cpa'S

2013 - 2014 (1 year)

University At Albany

2013 - 2013 (< 1 year)

Koval & Casagrande, Cpa'S

2013 - 2013 (< 1 year)

The Ayco Company

*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 Randone 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 Avantax Advisory Services

Frederick Jackson
Irving, TX
San Cheong
Lake Forest, CA
Steven Hansen
Pine River, MN
Andrew Smith
Gadsden, AL
Pamela Justus
Milwaukee, WI
Denissia Gordon
Dallas, TX
Annie Fruge
Irving, TX
Jeanne Helmar
Lansdale, PA

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.

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