Nicholas Michael Colletta
Investment adviser representative at Beacon Pointe Advisors, LLC
17 yearsExperience
1 stateRegistered in
CFADesignation
$54.9BFirm assets
Are you Nicholas Michael Colletta? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Beacon Pointe Advisors, LLCOct 2024 to now
- Bridge Advisory LLCOct 2023 to Oct 2024
- K2 Financial Inc.Oct 2018 to Sep 2023
- StudentJul 2009 to Oct 2018
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (CA).
Beacon Pointe Advisors, LLC
$54.9BAssets managed
29,929Clients
470Advisers
24 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
- 7043381
- Firm CRD
- 119290