Nick Anthony Scarimbolo

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 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

• 05/2014 → 05/2018
  Wells Fargo Advisors Financial Network, Llc
  Melville, NY
• 06/2018 → 10/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Great Neck, NY
• 06/2018 → 10/2018
  Bank Of America, N.A.
  Great Neck, NY
• 11/2020 → 08/2022
  Unemployed
  East Norwich, NY
• 08/2022 → 01/2024
  Phx Financial, Inc.
  Hauppauge, NY
• 01/2024 → Present
  Equitable Advisors, Llc.
  Melville, NY
• 11/2018 → 11/2020
  Maxim Group
  Woodbury, NY

Other Businesses

I*114807 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: 10-35 115 ST LLC INVESTMENT RELATED: Y ADDRESS OF BUSINESS: EAST NORWICH, NEW YORK 11732 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: FAMILY HELD, START DATE OF RELATIONSHIP: 2/1/2005 NUMBER OF HOURS DEVOTED: 6 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: REAL ESTATE , INVESTMENT PROPERTIES Ferro Foundation- board member non profit organization

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-04-06
• S63 Uniform Securities Agent State Law Examination
  1997-02-18

Other Names

• Nick Anthony Scarimbolo
• Nick Scarimbolo