Nicholas Dominick Macri
Investment adviser representative at United Capital Financial Advisors
13 yearsExperience
1 stateRegistered in
$24.6BFirm assets
21 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
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- United Capital Financial Advisors, LLCJul 2025 to now
- Private Advisor Group, LLCMay 2024 to Jun 2025
- LPL Financial LLCAug 2023 to Jun 2025
- Singer Wealth AdvisorsApr 2022 to Jul 2023
- The Miller Financial GroupJul 2021 to Apr 2022
- The University of South FloridaAug 2020 to Jul 2021
- Blue Key Wealth AdvisorsJul 2020 to Aug 2020
- The University of South FloridaAug 2019 to Jun 2020
- Studio Movie GrillMay 2019 to Jul 2019
- The University of South FloridaJun 2017 to Apr 2019
- Chaminade Madonna College PrepatoryOct 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
United Capital Financial Advisors
Legal name: United Capital Financial Advisors, LLC
$24.6BAssets managed
25,510Clients
165Advisers
21 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
- 7393364
- Firm CRD
- 134600