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Nicholas Mark Venezia

Nicholas Mark Venezia
Other Names: Nicholas Venezia, Nick Mark Venezia
Firm:
Key Investment Team
Type: RIA
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Description

Nicholas Venezia a financial professional at Key Investment Team, a $43M dollar RIA based in Encino, CA. Nicholas has held an industry securities registration for a year and is subject to SEC oversight.

BrightScope Advisor Metrics

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Answers and Guides

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Level 17 Level 17 Contributor 0 Answers and 23 Financial Guides

Top Answers

Nicholas Mark Venezia has not answered any questions on Financial Q&A.

Top Guides

Five Ways to Cut Housing-Related Costs in Retirement

Published Sep 10, 2012
3 votes
Five Ways to Cut Housing-Related Costs in Retirement Housing-related costs are often the largest component of retirees' household budgets and 401k costs, so this article will address some of the key ways in which retirees ...(more)

Should You Refinance Your Mortgage? Possibly Your Largest Investment

Published Sep 05, 2012
4 votes
In an uncertain market and economic environment, it pays to take advantage of all the sure things you can get. A prime example is paying down any debt you have, even mortgages and other loans ...(more)

Keeping Your 401k "On The Real"

Published Sep 02, 2012
2 votes
Inflation has averaged 3.1% over the last 30 years. This might not seem like much, but this reported figure only tracks total goods and services purchased by the typical consumer. This is a good measure ...(more)
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*Answers and guides are provided without compensation.

Advisor Information

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Firm Client Types

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ownership pie chart
Individuals
High Net Worth Individuals
Pension and Profit Sharing Plans

*The Client Types data displayed is firm level data as reported on the SEC ADV filing.

Experience and Employment History

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Employer Years Dates
Key Investment Team 5 years, 2 months Mar 2008 - Present
Loyola Marymount University 9 years, 9 months Aug 2003 - Present
Bloomingdales 8 months Dec 2002 - Aug 2003
Loyola High School 3 years, 8 months Sep 1999 - May 2003
*Experience and Employment History information reflects the past 10 years of employment as reported on the SEC ADV filing as of 11/12/2010, and is not a complete representation of the advisor's experience and employment history. Furthermore, the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an employment date of "Present" may not reflect the advisor's current employment status.

Licenses and Conduct

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Regulator
SEC
License Status
Registered
Disclosures

No Disclosures Found
As of Date
11/12/2010
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.

Advisor Exams

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Exam Series Passed Date
Uniform Investment Adviser Law Examination Series 65 11/22/2010

Advisor Compensation Arrangements

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Fee Only
Advisor

This advisor has certified that they are compensated solely by their clients, and do not accept commissions or compensation of any kind based on the products they recommend.

Types of Compensation Arrangements

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