NICHOLAS ROGER BERTOZZI is an investment adviser representative (IAR) with state registration records since 2008, appearing at 4 firms. Currently registered with CHOREO, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CHOREO, LLC | 2023-01-27 | present | Yes |
| CHERRY BEKAERT WEALTH MANAGEMENT LLC | 2018-10-24 | 2023-01-25 | — |
| WEALTHCROSSING | 2018-09-12 | 2018-10-17 | — |
| CHERRY BEKAERT WEALTH MANAGEMENT LLC | 2013-02-04 | 2018-09-07 | — |
| ROSELINE CAPITOL ADVISORS, LLC | 2008-01-23 | 2013-01-15 | — |