Nicolette
Seilus

Continuum Advisory, LLC

CRD#6870398
Investment Advisor
in Philadelphia, PA

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About this Advisor

Nicolette Seilus is a financial advisor based in Philadelphia, Pennsylvania, working with Continuum Advisory, LLC. Nicolette has previously held positions at The Vanguard Group, Inc, Wvu Undergraduate Advising Office, Pat's Pizza, Puebla Foods Inc/La Madera Bistro, Cea Study Abroad Program, West Virginia University, Triad Advisors LLC, and Rassler Financial. Nicolette has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Pennsylvania. Currently, Nicolette is part of Continuum Advisory, LLC, which operates out of Philadelphia, Pennsylvania. The firm has 13 offices and 66 employees. The firm manages assets totaling $1.3 billion and 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, pension consulting services, and selection of other advisers. The fee structure at Continuum Advisory, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

230 S. Broad Street, 17Th Floor
Philadelphia, PA 19102

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Continuum Advisory, LLC Brokerage Details

Total Assets Under Management

$1,292,188,582

PA Average: $655,107,610
Total Number of Employees

66

PA Average: 12
Total Number of Accounts

2,953

PA Average: 770
Average Account Size

$437,585

PA Average: $850,789

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Nicolette Seilus Work History

2018 - Present (6 years)

Triad Advisors LLC

2018 - Present (6 years)

Rassler Financial

2017 - 2018 (1 year)

The Vanguard Group, Inc

2017 - 2017 (< 1 year)

Puebla Foods Inc/La Madera Bistro

2016 - 2016 (< 1 year)

Cea Study Abroad Program

2013 - 2017 (4 years)

Wvu Undergraduate Advising Office

2013 - 2017 (4 years)

West Virginia University

2011 - 2014 (3 years)

Pat'S Pizza

Disclosures

Please visit the SEC profile of Nicolette Seilus 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 Continuum Advisory, LLC

Adam Saumweber
Eagle, ID
Cameron Benson
Eagle, ID
Donny Hopoi
Eagle, ID
Michael Kelly
Annapolis, MD
Shawn Clark
Tampa, FL
Scott Nishimura
Hacienda Heights, CA
Christopher Maxey
Tampa, FL
Alina Santiago
Fountain Valley, CA

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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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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