Nicholas Scalzo is a ChFC-designated registered investment advisor at Protools, based in Nashville, TN, with 30 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
ProTools does not directly manage investments. Instead, it introduces clients to its affiliate, TPFG, which manages the investments. TPFG offers various investment solutions with fees that do not exceed 2.00% annually, including the retail advisor's negotiated fee. The fees are either tiered based on account value or a fixed rate. Some solutions involve investing in PFG Funds, which have their own internal fees. Clients may also pay strategist fees, not exceeding 1.00% annually.
Location
1920 Adelicia Street, Suite 500, Nashville, TN, 37212
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2001Other Business Activities
Nicholas is the co-CEO of The Pacific Financial Group, Inc., a financial services and money management firm, dedicating nearly full-time hours to this role. He is also the CEO of Risk Pro, LLC and Managing Member of Protools, LLC, which focuses on risk profiling and portfolio technology for financial advisors.
Employment History
Current Registrations
Protools
Previous Registrations
Capital Investment Group, INC.Broker
Claremont Financial Group,inc.
Pacific Financial Associates, INC.Broker
Associated Planners Investment Advisory INC
Associated Securities CORP.Broker
Royal Alliance Associates, INC.Broker
Camden Financial ServicesBroker
Camden Financial ServicesBroker
Centaurus Financial, INC.Broker
Lazar Frederick & CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.