Ralph A Nicosia

Employer firm

Ae Wealth Management, LLC CRD 282580

$49.8B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 02/2023 → 05/2023
  T Rowe Price
  Colorado Springs, CO
• 11/2017 → 11/2021
  Nicosia Inc
  Sarasota, FL
• 11/2016 → 10/2017
  Homeadvisor
  Colorado Springs, CO
• 12/2021 → 02/2022
  Angie
  Woodland Park, CO
• 06/2023 → 02/2025
  Creativeone Wealth
  Overland Park, KS
• 06/2023 → 02/2025
  Candor Wealth Strategies
  Sarasota, FL
• 04/2021 → 06/2023
  Kln Enterprises
  Denver, CO
• 02/2025 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 02/2025 → Present
  Ralph Anthony Nicosia Ii
  Sarasota, FL
• 02/2025 → Present
  Bridgepointe Wealth Management
  Sarasota, FL

Previous Registrations

• 2023-06-28 → 2025-02-06
  Creativeone Wealth, Llc
  Woodland Park, CO
  Overland Park, KS
  Sarasota, FL
  Sarasota, FL
• 2012-10-02 → 2014-03-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jupiter, FL
  Fort Lauderdale, FL
  Jupiter, FL
  Boca Raton, FL
  Boca Raton, FL
  Boca Raton, FL
• 2011-08-24 → 2012-05-29
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Palm Beach, FL

Other Businesses

Ralph Anthony Nicosia II; Yes, Investment Related; Sarasota, FL 34231; Insurance Sales; POSITION President; Start Date 02/2025; Approx. 160 hours a month; Approx. 80 hours during trading; Insurance Sales and Services.

Exams

• S66 Uniform Combined State Law Examination
  2023-05-31
• S63 Uniform Securities Agent State Law Examination
  2023-04-18

Other Names

• Anthony Nicosia
• Anthony Nicosia
• Anthony Anthony Nicosia
• Ralph Anthony Nicosia
• Ralph Anthony Nicosia
• Ralph A Nicosia
• Aj Nicosia