Nicholas Cerullo
Investment adviser representative at Kestra Advisory Services, LLC
12 yearsExperience
2 statesRegistered in
$79.8BFirm assets
27 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
Experience
12 years in the industry.
- Kestra Advisory Services, LLCOct 2025 to now
- RbmuhaMay 2024 to Oct 2025
- Morgan StanleySep 2023 to Apr 2024
- E*trade Securities LLCJan 2023 to Apr 2024
- Luigi's KitchenOct 2021 to Jan 2023
- Forbici Modern ItalianJul 2019 to Mar 2022
- University of Tampa Center for Public SpeakingSep 2018 to Nov 2019
- University of TampaSep 2017 to May 2021
- The Liberal CupMay 2017 to Jun 2019
- Kennebec Valley YmcaJul 2015 to Jun 2019
- Kents Hill SchoolAug 2014 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (NC, VA).
Kestra Advisory Services, LLC
$79.8BAssets managed
117,403Clients
1,473Advisers
27 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
- 7662658
- Firm CRD
- 283330