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Nicolas Stefano

Wilmington Trust Investment Advisors, Inc.

Wilmington, DE

Syracuse, NY

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Current Employers
Wilmington Trust Investment Advisors, Inc.

Wilmington Trust Center 1100 North Market Street, Wilmington, DE 19890-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-07-22
  • NY RA
    APPROVED
    Since 2025-07-22

Branch Locations

Wilmington Trust Center 1100 North Market Street, Wilmington, DE 19890-0001 • United States

250 S. Clinton Street 4Th Floor, Syracuse, NY 13202 • 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
Wilmington Trust Investment Advisors, Inc. Wilmington DE 07/2025 Present
Nbt Bank Norwich NY 09/2024 07/2025
State Street Global Advisors Stamford CT 01/2023 09/2024
Dnb Asa Oslo 09/2021 12/2022
Norges Bank Oslo 03/2011 08/2021
  • 07/2025 → Present
    Wilmington Trust Investment Advisors, Inc.
    Wilmington, DE
  • 09/2024 → 07/2025
    Nbt Bank
    Norwich, NY
  • 01/2023 → 09/2024
    State Street Global Advisors
    Stamford, CT
  • 09/2021 → 12/2022
    Dnb Asa
    Oslo
  • 03/2011 → 08/2021
    Norges Bank
    Oslo
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-27
  • S65 Uniform Investment Adviser Law Examination
    2025-06-27

View on SEC IAPD

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WELLS FARGO CLEARING SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
EDWARD JONES
RAYMOND JAMES & ASSOCIATES, INC.

Other Investors

LORI ANN RUTKOWSKI
ROBERT GEORGE ZIEGLER
GERARD PHILLIPPE VIARS
STEPHEN CRAIG MCDERMOTT
BRENT CHRISTOPHER FUCHS
Michelle Keiko Mullinix
ABBY LEIGH PUBUSKY
Sophie Schroyer

Other Offices

OSAIC WEALTH, INC. · WILMINGTON, DE
STATE FARM INVESTMENT MANAGEMENT CORP. · Wilmington, DE
AMERIPRISE FINANCIAL SERVICES, LLC · Wilmington, DE
KINGSVIEW WEALTH MANAGEMENT, LLC · Wilmington, DE
STATE FARM INVESTMENT MANAGEMENT CORP. · Wilmington, DE
WELLS FARGO CLEARING SERVICES, LLC · WILMINGTON, DE
PNC WEALTH MANAGEMENT LLC · WILMINGTON, DE
EDWARD JONES · WILMINGTON, DE

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