Nicholas E Livecchi
Investment adviser representative at Founders Financial Alliance, LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.2BFirm 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
- Pension consulting
Experience
15 years in the industry.
- Founders Financial Alliance, LLCFeb 2021 to now
- LPL Financial, LLCFeb 2021 to now
- Bank of America, N.A.May 2011 to Feb 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2011 to Feb 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (NC).
Founders Financial Alliance, LLC
$1.2BAssets managed
2,412Clients
33Advisers
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
- 5885664
- Firm CRD
- 173011