Port Matilda, PA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$12,320,030,643
ClientsTotal clients
30,039
AdvisorsAdvisors at this office
2
Of 365 advisors across 204 offices
Location
Port Matilda PA
Advisors at this office
2
Advisors at this office
Nicholas B
CFP®, Series 65, Series 63
Port Matilda, PA
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Nicholas Battaglia is a CFP® with 10 years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. He previously worked at Grove Point Advisors LLC and AssetMark Financial Holdings, among other firms. Battaglia operates a marketing DBA, Battaglia Associates Wealth Advisors, and is also active as a non-variable insurance agent. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individuals, retirement plans, corporations, and institutional clients. The firm offers advisory and brokerage services primarily delivered through independent representatives, with a focus on client-directed, non-discretionary account management.
John B
Series 66, Series 63
Port Matilda, PA
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
John Battaglia is a financial advisor with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA, holding Series 66 and Series 63 licenses and bringing 32 years of industry experience. He has been associated with United Planners since 2024 and also owns Battaglia Associates Wealth Advisors. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm delivers advisory and brokerage services through independent representatives using multiple custodians, third-party money managers, and platform programs.
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