Nicole Marie Cavalcante

Employer firm

Madison Avenue Securities, LLC CRD 23224

$2.02B regulatory AUM 31 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 01/2014 → 02/2017
  Suntrust Bank
  Lake Worth, FL
• 02/2017 → Present
  Legacy Advisors Inc.
  Palm Beach Gardens, FL
• 02/2017 → Present
  Madison Avenue Securities
  San Diego, CA

Other Businesses

1. Name: Legacy Advisors Partners, LLC.; Investment Related: Yes; Address: 4273 Northlake Blvd, Palm Beach Gardens, FL 33410; Nature of the Business: Financial Management Firm; Position: Director of Operations; Start Date: 02/2017; Hour Per Week: 40-50 Hours

Exams

• S66 Uniform Combined State Law Examination
  2024-12-18

Other Names

• Nicole M Brooks
• Nicole Marie Brooks