Nickolas Charles Gazzola

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 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

• 08/2022 → 12/2022
  Crosby Private Wealth Advisors
  Ship-Bottom, NJ
• 06/2021 → 07/2022
  Performance Golf Management And Consulting Llc
  Atco, NJ
• 12/2020 → 02/2021
  United Postal Service (Ups)
  Lawnside, NJ
• 06/2020 → 08/2020
  Sunlight Care
  Mt. Laurel, NJ
• 02/2019 → 12/2019
  Echelon Health And Fitness
  Voorhees, NJ
• 06/2018 → 08/2018
  Cookie Dough Bliss
  Cherry Hill, NJ
• 08/2018 → 02/2019
  Cherry Hill High School East
  Cherry Hill, NJ
• 12/2019 → 06/2020
  Wilkes University
  Wilkes-Barre, PA
• 08/2020 → 12/2020
  Wilkes University
  Wilkes-Barre, PA
• 02/2021 → 06/2021
  Wilkes University
  Wilkes-Barre, NJ
• 09/2014 → 06/2018
  Cherry Hill High School East
  Cherry Hill, NJ
• 12/2022 → 07/2023
  United Planners Financial Services
  Scottsdale, AZ
• 07/2023 → 03/2024
  Harding Loevner Lp
  Bridgewater, NJ
• 04/2024 → Present
  Crosby Private Wealth Advisors
  Cherry Hill, NJ
• 12/2024 → 06/2025
  United Planners Financial Services
  Scottsdale, AZ
• 06/2025 → Present
  Cetera Advisors Llc
  St Cloud, MN
• 06/2025 → Present
  Cetera Investment Advisers
  Schaumburg, IL

Previous Registrations

• 2024-12-12 → 2025-06-12
  United Planners' Financial Services Of America A Limited Partner
  Cherry Hill, NJ
  Scottsdale, AZ

Other Businesses

1. NAME OF OTHER BUSINESS: CROSBY PRIVATE WEALTH ADVISORS; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 9/2025, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 15, APX NUMBER OF HOURS DURING TRADING HOURS: 3, BRIEF DESCRIPTION OF DUTIES: DBA FOR SALE & SERVICE OF FIXED INSURANCE;

Exams

• S66 Uniform Combined State Law Examination
  2024-12-12

Other Names

• Nick Gazzola