Nicole
Cosnotti
Atmos Advisory, LLC
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About this Advisor
Nicole Cosnotti is a financial advisor based in Pittsburgh, Pennsylvania, working with Atmos Advisory, LLC. Nicole has previously held positions at Lpl Financial, LLC, Hapanowicz & Associates Financial Services, Inc, M Holdings Securities, Inc, The Leaders Group Inc, and Atmos Advisory LLC. Nicole has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Nicole is part of Atmos Advisory, LLC, which operates out of Pittsburgh, Pennsylvania. The firm has 3 employees and manages assets totaling $130.0 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Atmos Advisory, LLC includes asset-based fees.
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Atmos Advisory, LLC Brokerage Details
$129,998,748
3
239
$543,928
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
Nicole Cosnotti Work History
The Leaders Group Inc
Atmos Advisory LLC
M Holdings Securities, Inc
Hapanowicz & Associates Financial Services, Inc
Lpl Financial, LLC
Disclosures
Please visit the SEC profile of Nicole Cosnotti 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 Atmos Advisory, LLC
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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