Nicholas Joeseph Mancini

Employer firm

Innovative Private Wealth Management Inc. CRD 324586

$367M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2023 → Present
  Innovative Private Wealth Management Inc.
  Katonah, NY
• 12/2021 → Present
  It Portfolio Advisors
  New York, NY
• 06/2021 → 12/2021
  Wolfe Research, Llc
  New York, NY
• 10/2018 → 06/2021
  Mio Partners, Inc.
  New York, NY
• 04/2014 → 10/2018
  Agio
  New York, NY
• 09/2023 → Present
  Broadstreet Family Office Llc
  Somers, NY
• 01/2024 → Present
  Broadstreet Family Office Llc
  Somers, NY

Previous Registrations

• 2024-02-09 → 2026-08-26
  Innovative Family Office Llc
  Somers, NY

Other Businesses

1.) IT Portfolio Advisors; Not Investment Related; 8 Lois Place, Katonah, NY 10536; Technology Consulting; Founder/President; Start Date 12/2021; 80 hours/month; 80 hours/month during securities trading hours; Technology Consultant 2.) INNOVATIVE PRIVATE WEALTH MANAGEMENT INC.; Investment Related; Katonah, NY; RIA; President/CCO/IAR; Start Date 01/2023; Approx. 80 hours/month; 80 hours/month during securities trading hours 3.) Broadstreet Family Office LLC; Investment Related; Somers, NY; RIA; Managing Member/CCO/IAR; Start Date 09/2023; Approx. 80 hours/month; 80 hours/month during securities trading hours

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-28

Other Names

• Nicholas J Mancini
• Nicholas Mancini