Nicolas Andrew Barone
Investment adviser representative at Truist Advisory Services, Inc.
5 yearsExperience
2 statesRegistered in
$77.4BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
5 years in the industry.
- Truist Advisory Services, Inc.Jan 2017 to now
- Truist Advisory Serviceds, Inc.Dec 2016 to now
- Truist Investment Services, IncDec 2016 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Dec 2016
- Wells Fargo Advisors, LLC.Jun 2013 to Nov 2016
- Wells Fargo Bank NASep 2011 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Truist Advisory Services, Inc.
$77.4BAssets managed
129,307Clients
1,969Advisers
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
- 6215461
- Firm CRD
- 283390