Nicholas Anthony Paterniti
Investment adviser representative at Journey Wealth Management
12 yearsExperience
1 stateRegistered in
$1.4BFirm assets
7 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
12 years in the industry.
- Journey Wealth ManagementAug 2022 to now
- Beacon CfoSep 2020 to Aug 2022
- Beacon Financial Advisory LLCSep 2020 to Aug 2022
- Capital AnalystsSep 2020 to Aug 2022
- Lincoln InvestmentSep 2020 to Aug 2022
- Park Avenue SecuritiesJul 2018 to Sep 2020
- Lifetime Financial GrowthJun 2018 to Sep 2020
- Guardian Life Insurance Co of AmericaMay 2017 to Sep 2020
- Miami UniversityAug 2014 to May 2018
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (OH).
Journey Wealth Management
Legal name: Fsm Wealth Advisors, LLC
$1.4BAssets managed
879Clients
16Advisers
7 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
- 6818459
- Firm CRD
- 298904