Nicholas Ryan Distefano
Investment adviser representative at Sc&h Wealth
10 yearsExperience
3 statesRegistered in
$1.2BFirm assets
17 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Sc&h WealthJan 2023 to now
- Sc&h Financial Advisors, Inc.Jun 2016 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 3 states (MD, PA, VA).
Sc&h Wealth
Legal name: Sc&h Financial Advisors, Inc.
$1.2BAssets managed
676Clients
19Advisers
17 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
- 6708286
- Firm CRD
- 120666