Nicolette Sophia Stallone

Employer firm

Cary Street Partners CRD 128545

$10.3B regulatory AUM

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

• 06/2024 → Present
  Cary Street Partners Llc
  Morristown, NJ
• 06/2024 → Present
  Cary Street Partners Investment Advisory Llc
  Morristown, NJ
• 06/2022 → 06/2024
  Ptarmigan Media
  New York, NY
• 09/2018 → 01/2022
  Fairfield University
  Fairfield, CT
• 01/2022 → 05/2022
  Evins Communications
  New York, NY
• 09/2014 → 06/2018
  Governor Livingston High School
  Berkeley Heights, NJ

Other Businesses

Freelance events assistant at Peggy Calabrese Special Events LLC. (as of December 2023), not investment related. As an events assistant I'll help with event set up and randomized tasks throughout the event. I typically will work for 4-6 hours on a given event on an occasional weekend throughout the year, not during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2024-12-20