Angelo
Nuzzo
Avantax Advisory Services
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About this Advisor
Angelo Nuzzo is a certified financial planner working out of Irving, Texas, who has 4 years of relevant experience. Nuzzo currently works for Avantax Advisory Services. Their career trajectory has included roles at Meaden & Moore, LTD, 1St Global Capital Corp, 1St Global Advisors, Inc, Meaden & Moore Financial Services, LTD, Avantax Insurance Services, Inc, Avantax Investment Services, Inc and Avantax Advisory Services. Nuzzo holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in Ohio. Avantax Advisory Services is a financial advisory business 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 handles $31 billion in assets among its 123,393 client accounts, placing it among the largest investment advisory firms in the country by assets under management. Of its 123,393 accounts, just 6% are associated with high-net-worth investors who have greater than $1 million in investable assets. Avantax Advisory Services offers a wide array 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 typically are based on which service is provided. However, fee types charged by Avantax Advisory Services likely include any blend of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$30,968,246,116
2,433
123,393
$250,972
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
Angelo Nuzzo Work History
Angelo has been registered as a financial advisor for 4 years.*
Avantax Investment Services, Inc
Avantax Advisory Services
Meaden & Moore, LTD
Meaden & Moore Financial Services, LTD
Avantax Insurance Services, Inc
1St Global Capital Corp
1St Global Advisors, 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 Angelo Nuzzo 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
Mccordsville, IN
Fullerton, CA
Irving, TX
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Lansdale, PA
Irving, TX
Dallas, TX
Irving, TX
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.
