Nicholas Daniel Albertini

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 03/2013 → 12/2018
  Ameriprise Financial Services, Inc.(Agp Wealth Advisors)
  Renton, WA
• 01/2019 → 11/2021
  Bank Of America, N.A.
  Spokane, WA
• 11/2021 → 12/2023
  Lpl Financial Llc
  Spokane, WA
• 11/2021 → 12/2023
  First Interstate Bank
  Spokane, WA
• 09/2024 → Present
  Edward Jones
  St. Louis, MO
• 12/2018 → 11/2021
  Merrill Lynch
  Spokane, WA
• 04/2024 → 09/2024
  509 Wealth Management
  Spokane, WA
• 12/2023 → 04/2024
  Unemployed
  Spokane, WA

Previous Registrations

• 2024-03-22 → 2024-10-08
  Lpl Financial Llc
  Spokane, WA
• 2021-11-08 → 2023-12-22
  Lpl Financial Llc
  Spokane, WA
• 2018-12-20 → 2021-11-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Spokane, WA
• 2014-01-23 → 2018-12-18
  Ameriprise Financial Services, Llc
  Renton, WA
  Spokane, WA

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-01-23
• S63 Uniform Securities Agent State Law Examination
  2013-10-04

Other Names

• Nicholas Daniel Albertini
• Nicholas Daniel Albertini
• Nicholas Albertini