Nicholas Joeseph Mancini
Investment Adviser Representative at Innovative Family Office LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Nicholas Joeseph Mancini is an investment adviser representative in Somers, NY, currently registered with Innovative Private Wealth Management Inc. and Innovative Family Office LLC. They have worked in the securities industry since 2023. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in New York.
Registrations & licenses
- Investment adviser:
- New York
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Innovative Private Wealth Management Inc.Jan 2023 – no end date reportedKatonah, NY
- IT Portfolio AdvisorsDec 2021 – no end date reportedNew York, NY
- Wolfe Research, LLCJun 2021 – Dec 2021New York, NY
- MIO Partners, Inc.Oct 2018 – Jun 2021New York, NY
- AgioApr 2014 – Oct 2018New York, NY
- Innovative Family Office LLCSep 2023 – Aug 2026Somers, NY
- Innovative Family Office LLCJan 2024 – Aug 2026Somers, NY
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Innovative Family Office LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Firm account minimum
- $1,100,000
- Estimated blended rate
- 0.015
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Somers, NY
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Nicholas Joeseph Mancini has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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