Ralph A Nicosia
Investment adviser representative at Ae Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
$49.8BFirm assets
10 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
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Madison PartnersOct 2026 to now
- Ae Wealth Management, LLCFeb 2025 to now
- Candor Wealth StrategiesJun 2023 to Feb 2025
- Creativeone WealthJun 2023 to Feb 2025
- Nicosia Inc.Apr 2023 to Oct 2026
- T Rowe PriceFeb 2023 to May 2023
- AngieDec 2021 to Feb 2022
- Kln EnterprisesApr 2021 to Jun 2023
- Nicosia IncNov 2017 to Nov 2021
- HomeadvisorNov 2016 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
Ae Wealth Management, LLC
$49.8BAssets managed
128,073Clients
464Advisers
10 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
- 5884145
- Firm CRD
- 282580