Best Investors Account Sign in
Current Employers
Oaktrust Wealth Advisors, Llc

Wilton, CT • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-06-07
CT RA APPROVED 2014-07-31
  • NY RA
    APPROVED
    Since 2021-06-07
  • CT RA
    APPROVED
    Since 2014-07-31

Branch Locations

Wilton, CT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc Wilton CT 09/2001 Present
Oaktrust Wealth Advisors, Llc Wilton CT 03/2014 Present
Other Businesses

(1) 10/15/2014: OAKTRUST WEALTH ADVISORS, LLC - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR: (HYBRID) OAKTRUST WEALTH ADVISORS, LLC - 50% OF TIME SPENT - INVESTMENT ADVISER REPRESENTATIVE (2) 05/06/2015: BSMG - NOT INV REL - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - START 09/30/2005 - 2 HR/MO ALL DURING SECS TRDG HRS - AGENT. INS TYPES: LIFE, HEALTH, DISABILITY, LONG-TERM CARE, FIXED ANNUITIES (3) 5/18/2017 - OakTrust Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 05/15/2017 - 80 Hours Per Month/4 Hours During Securities Trading.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-10-01
  • S63 Uniform Securities Agent State Law Examination
    2001-10-01
Designations
Other Names
  • Nick Zizzadoro

View on SEC IAPD

More in Wilton, CT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor