Nicholas Joeseph Mancini
Investment adviser representative at Innovative Private Wealth Management Inc.
12 yearsExperience
1 stateRegistered in
$367MFirm assets
3 yearsFirm in business
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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
12 years in the industry.
- Innovative Private Wealth Management Inc.Jan 2023 to now
- It Portfolio AdvisorsDec 2021 to now
- Innovative Family Office LLCSep 2023 to Aug 2026
- Wolfe Research, LLCJun 2021 to Dec 2021
- Mio Partners, Inc.Oct 2018 to Jun 2021
- AgioApr 2014 to Oct 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NY).
Innovative Private Wealth Management Inc.
$367MAssets managed
417Clients
12Advisers
3 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
- 5317614
- Firm CRD
- 324586