Nicholas Vincent Cissone

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

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

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2024-10-03
TX	RA	APPROVED	2024-10-03

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Jenkintown	PA	01/2022	09/2024
Bank Of America, N.A.	Jenkintown	PA	01/2022	09/2024
Seedling And Sage	Glenside	PA	09/2019	10/2021
Wsfs Bank	Maple Glen	PA	06/2020	08/2020
Home Genius Exteriors	Bala Cynwyd	PA	10/2021	11/2021
Pennsylvania State University	University Park	PA	06/2017	08/2019
Temple University	Philadelphia	PA	09/2019	08/2021
St. Joseph's Preparatory School	Philadelphia	PA	09/2013	05/2017
Morgan Stanley	West Conshohocken	PA	09/2024	Present

01/2022 → 09/2024

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jenkintown, PA
01/2022 → 09/2024

Bank Of America, N.A.

Jenkintown, PA
09/2019 → 10/2021

Seedling And Sage

Glenside, PA
06/2020 → 08/2020

Wsfs Bank

Maple Glen, PA
10/2021 → 11/2021

Home Genius Exteriors

Bala Cynwyd, PA
06/2017 → 08/2019

Pennsylvania State University

University Park, PA
09/2019 → 08/2021

Temple University

Philadelphia, PA
09/2013 → 05/2017

St. Joseph's Preparatory School

Philadelphia, PA
09/2024 → Present

Morgan Stanley

West Conshohocken, PA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-06-08

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