Nicholas Thomas Barlotta

Employer firm

Benjamin F. Edwards & Company, Inc. CRD 146936

$18.9B regulatory AUM 23 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 05/2013 → Present
  Benjamin F Edwards & Co.
  Destin, FL

Previous Registrations

• 2008-01-01 → 2013-05-09
  Wells Fargo Clearing Services, Llc
  Miramar Beach, FL
  Ft Walton Beach, FL
• 1996-02-22 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Ft Walton Beach, FL
  St. Louis, MO
  Shalimar, FL

Other Businesses

1)BARLOTTA FOOD GROUP; NON INVESTMENT RELATED; MARY ESTHER, FL; 75% OWNERSHIP; START 8/11; 8 HRS PER MONTH 0 DURING TRADING; DISTRIBUTION & SALE OF FOOD 2) TROY STATE LIFELONG LEARNING, INVESTMENT RELATED, TEACHER OF COURSE TITLED "FUNDAMENTALS OF INVESTING", START SEPTEMBER 2014 SPENDING 12HRS PER MONTH WITH 2.5HRS DURING MARKET HOURS.

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-02-23

Other Names

• Nicholas Barlotta
• Nick Barlotta