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Nicholas Joseph Pagano

Investment adviser representative at Asset Allocation Strategies, LLC
35 yearsExperience
1 stateRegistered in
$1BFirm assets
11 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
  • Seminars and workshops

Experience

35 years in the industry.

  1. Asset Allocation Strategies, LLCAug 2020 to now
  2. Glp & Associates, Inc.Aug 2020 to now
  3. Business Development SpecialistsOct 2002 to now
  4. Janik Inc.Mar 1991 to now
  5. Viridian Equity PartnersJun 2020 to Aug 2021
  6. Gainplan LLCMay 2015 to Jul 2020

Exams passed

  • Series 66 · Uniform Combined State Law2010

State registrations

Registered as an investment adviser representative in 1 state (MI).

Asset Allocation Strategies, LLC

$1BAssets managed
4,394Clients
40Advisers
11 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
5738467
Firm CRD
152339
Advisor's SEC record (opens in a new tab)
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