Nicholas Tarulli
Investment adviser representative at Diversify Advisory Services, LLC
10 yearsExperience
3 statesRegistered in
$4.6BFirm assets
3 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
Experience
10 years in the industry.
- Diversify Advisory Services, LLCOct 2024 to now
- Dfpg Investments, LLCOct 2024 to now
- B. Riley Wealth Advisors, Inc.Jul 2022 to Oct 2024
- B. Riley Wealth ManagementJul 2022 to Oct 2024
- National Asset ManagementJun 2021 to Jul 2022
- National Securities CorporationJun 2021 to Jul 2022
- Equitable Advisors, LLCJul 2016 to Jun 2021
- AXA Advisors, LLC.Jul 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 3 states (FL, NY, TX).
Diversify Advisory Services, LLC
$4.6BAssets managed
5,322Clients
99Advisers
3 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
- 6653498
- Firm CRD
- 326060