Nicholas Lyne Naccarato
Investment adviser representative at Foundations Investment Advisors LLC
10 yearsExperience
1 stateRegistered in
$10.1BFirm assets
11 yearsFirm in business
Are you Nicholas Lyne Naccarato? 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Foundations Investment Advisors, LLCDec 2025 to now
- Capitol Planning GroupNov 2025 to now
- UnemployedMay 2025 to Nov 2025
- Chapman UniversityAug 2021 to May 2025
- University of San FranciscoAug 2020 to May 2021
- Sage Creek High SchoolJun 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
Foundations Investment Advisors LLC
$10.1BAssets managed
29,663Clients
293Advisers
11 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
- 8190208
- Firm CRD
- 175083