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Nicholas K

Series 63, Series 66

Hartford, CT

OSAIC

Nicholas Kolitsidas is a financial advisor with Osaic Wealth, Inc. based in Hartford, CT, holding Series 63 and Series 66 licenses and having 24 years of industry experience. He has been affiliated with LPL Financial, Ethos Wealth Management, and Good Life Advisors, LLC since 2016. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to manage portfolios across various asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jonathan F

Series 63, Series 66

Hartford, CT

OSAIC

Jonathan Fucci is a financial advisor at Osaic with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Key Investment Services LLC and Infinex/United Bank. Fucci is also involved in commissions on property and casualty policy renewals with Farmers Insurance in Canton, CT. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various platforms and tools to construct portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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