Nicola
Corsetti
Octogone Na
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About this Advisor
Nicola Corsetti is a chartered financial analyst who works out of Superior Township, Michigan with 1 year of industry experience. Corsetti is an employee of Octogone Na. During their career, Corsetti has held roles at Corsa Financial LTD, Efg Bank, Cayman Branch, Clairmont Investment Advisors, Oac Capital Advisors, Paradigm Governance Partners Limited (Cayman Islands), Efg Wealth Management LTD, Octogone Na Inc and Octogone Na, LLC. Corsetti is able to advise clients in Michigan. Octogone Na is a financial advisory company operating out of Miami, FL. The investment advisory business has a total of 11 employees. It manages $289 million in total assets among its 75 accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 75 client accounts, just 13% are associated with high-net-worth investors who have at least $1 million in assets. The business has a number of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. Fees charged by financial advisors largely vary depending on the type of services provided. However, fee types charged by Octogone Na likely consist of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Octogone Na Brokerage Details
$288,637,034
11
75
$3,848,494
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other
Nicola Corsetti Work History
Nicola has been registered as a financial advisor for 1 years.*
Octogone Na, LLC
Oac Capital Advisors
Paradigm Governance Partners Limited (Cayman Islands)
Octogone Na Inc
Clairmont Investment Advisors
Clairmont Investment Advisors
Efg Wealth Management LTD
Corsa Financial LTD
Efg Bank, Cayman Branch
*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 Nicola Corsetti 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 Octogone Na
Miami, FL
Miami, FL
Superior Township, MI
Miami, FL
Miami, FL
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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