Nicholas C. Rossetti
Investment adviser representative at Lifegoal Investments, LLC
13 yearsExperience
3 statesRegistered in
$558MFirm assets
2 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Lifegoal Investments, LLCSep 2025 to now
- Lifegoal Investments, LLC Fka Lifegoal Wealth Advisors LLCSep 2025 to now
- RBC Capital Markets, LLCJul 2024 to Aug 2025
- UnemployedJun 2022 to Jun 2024
- Amundi Asset Management Us, Inc.Jan 2021 to May 2022
- Amundi Institutional Asset Management, Inc.Jan 2014 to Dec 2020
- Amundi Distributor Us. Inc.May 2013 to May 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (LA, NY, TX).
Lifegoal Investments, LLC
$558MAssets managed
336Clients
6Advisers
2 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
- 5983605
- Firm CRD
- 327833