Portfolio Management Services

The minimum account size for portfolio management is $100,000. We offer management for all account types including: IRA's, IRA Rollovers, Individual, Joint, Trusts, Pensions, Endowments and others. (Portfolio management offered through LPL Financial.)



Why Nicotera Wealth?   Investment Philosophy   FAQ's  


Check the background of this firm on FINRA’s BrokerCheck

Nicotera Wealth Management

313 Ushers Road, Ballston Lake, NY 12019
Phone: (518) 877-6600 or (888) 536-9477
Fax: (518) 877-6733
Securities and advisory services offered through LPL Financial,
a Registered Investment Advisor, Member FINRA/SIPC
LPL Financial does not offer, supervise or endorse the other client services DBA may offer.

There is no guarantee any investment objective will be met. Investing involves risk including possible loss of principal.

No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdiction. Registered Representatives of LPL Financial whose identities and associations with Nicotera Wealth Management are disclosed on this site may only discuss securities or transact business with persons who are residents of the following states: CA, CT,  DC, FL, GA, IL, MA, MD, ME, NC, NJ, NY,  OH, SC

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