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NICHOLAS Ronald VALERIO
NICHOLAS VALERIO, Nick Ronald Valerio
CRD#: 6749160
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 600 W DEKALB PIKE STE 110
KING OF PRUSSIA, PA 19406
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 300 MAIN STREET
EXTON, PA 19341
Registration History
20172018201920202021202220232024202520262 FIRMS2022 - Present (3 years)BVANGUARD MARKETING CORPORATION (CRD# 7452)2017 - 2021 (4 years)IAVANGUARD ADVISERS, INC. (CRD# 106715)2019 - 2021 (1 year)
License(s)

State Registrations

B
Delaware 2/1/2022

B
New York 2/1/2022

B
District of Columbia 10/4/2024

B
North Carolina 1/6/2024

B
Florida 4/14/2023

B
Ohio 7/22/2024

B
Georgia 10/4/2024

B
Pennsylvania 2/1/2022

B
Illinois 1/4/2025

IA
Pennsylvania 2/14/2022

B
Maryland 10/4/2024

B
Texas 2/4/2022

B
New Jersey 2/1/2022

IA
Texas 2/14/2022

SRO Registrations

B
FINRA

B
New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590)
600 W DEKALB PIKE STE 110, KING OF PRUSSIA, PA 19406
Registered with this firm since 2/14/2022

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
300 MAIN STREET, EXTON, PA 19341
ROYERSFORD, PA
Registered with this firm since 2/1/2022

Previous Registration(s)
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IA
11/01/2019 - 10/18/2021 VANGUARD ADVISERS, INC. (CRD#:106715) MALVERN, PA
B
08/02/2017 - 10/18/2021 VANGUARD MARKETING CORPORATION (CRD#:7452) MALVERN, PA
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.