Nicholas David Dalessandro

Current Employers

Employment History

• 06/2015 → 01/2018
  Lpl Financial Llc
  Berwyn, PA
• 06/2015 → 01/2018
  Jacobi Capital Management, Llc
  Berwyn, PA
• 06/2018 → 09/2019
  Minnesota Life Insurance Company
  St. Paul, MN
• 06/2018 → 09/2019
  Securian Financial Services Inc
  St. Paul, MN
• 06/2018 → 09/2019
  Delaware Valley Advisors
  Huntington Valley, PA
• 02/2018 → 05/2018
  Unemployed
  Moosic, PA
• 09/2019 → 12/2022
  Portfolio Strategies Team
  Bala Cynwyd, PA
• 09/2019 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 09/2019 → 12/2022
  Equitable Advisors, Llc
  New York, NY
• 12/2022 → 03/2023
  Seia Llc
  Los Angeles, CA
• 12/2022 → 03/2023
  Royal Alliance Associates, Inc.
  Los Angeles, CA
• 08/2024 → Present
  Lpl Financial Llc
  Berwyn, PA
• 03/2023 → 08/2024
  Next Door Real Estate, Llc
  Clarks Summit, PA

Previous Registrations

• 2022-12-07 → 2023-03-13
  Seia
  Los Angeles, CA
• 2019-09-11 → 2022-12-14
  Equitable Advisors, Llc
  Bala Cynwyd, PA
• 2018-06-28 → 2019-09-12
  Securian Financial Services, Inc.
  Plymouth Meeting, PA
• 2015-06-24 → 2018-02-12
  Jacobi Capital Management, Llc
  Berwyn, PA
  Pittston, PA
• 2014-12-16 → 2015-03-24
  Mcadam Llc
  Jersey City, NJ
  Radnor, PA

Other Businesses

1 - 08/19/2024 - Keyser Partners, LLC - Business Entity For Tax/Investment Purposes Only - Not Inv Related - PA 18411 - OBA Start Date: 12/15/2023. 2 - 08/19/2024 - Great Valley Advisor Group - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - At reported business location(s). 3 - 08/19/2024 - GVA WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - At reported business location(s). 4- 08/27/2024 - Great Valley Advisor Group, Inc. - Registered Investment Advisor Hybrid - Advisor - Investment Related - At Reported Business Location(s) - Start Date 08/01/2024 - 160 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services to Great Valley Advisor Group, Inc, an independent investment advisor firm. I started this business activity in 8/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2014-11-13

Other Names

• Nicholas David Dalessandro
• Nicholas Dalessandro