Nicholas Zizzadoro
Investment adviser representative at Oaktrust Wealth Advisors, LLC
25 yearsExperience
2 statesRegistered in
PFS, ChFC®Designations
$285MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
25 years in the industry.
- Oaktrust Wealth Advisors, LLCMar 2014 to now
- LPL Financial, LLCSep 2001 to now
Designations
- PFS
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
State registrations
Registered as an investment adviser representative in 2 states (CT, NY).
Oaktrust Wealth Advisors, LLC
$285MAssets managed
236Clients
2Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2909444
- Firm CRD
- 170827