Nicholas Alexander Colaizzi

Employer firm

Waldron Private Wealth CRD 131063

$5.50B regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Selection of other advisers
• INSURANCE PLANNING; SUBADVISER FOR PPLI

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

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

Current Employers

Employment History

• 01/2017 → 01/2020
  Waldron Private Wealth
  Bridgeville, PA
• 04/2016 → 12/2016
  Waldron Private Wealth
  Bridgeville, PA
• 08/2014 → 09/2016
  Buster's Ice Cream
  Pittsburgh, PA
• 08/2015 → 05/2019
  Robert Morris University
  Moon, PA
• 01/2020 → 01/2022
  Waldron Private Wealth
  Bridgeville, PA
• 01/2022 → 12/2022
  Waldron Private Wealth
  Bridgeville, PA
• 12/2022 → Present
  Waldron Private Wealth
  Bridgeville, PA

Other Businesses

(1) Insurance agent; investment related, 44 Abele Rd, Suite 400, Bridgeville, PA 15017; started 01/2024; approximately 1-2 hours per month during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-07-12

Designations

• Certified Financial Planner