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Request an Interview

For the benefit of our existing clients we only accept a limited number of new clients each year.  If you would like an interview please navigate to the "Contact" page using the link below and request a questionnaire. 

Once we recive and review your completed questionnaire we will contact you to discuss your case and schedule an interview if appropriate.

Thank you for your interest and consideration.


Contact   Press Contact  

 







Nicotera Wealth Management
313 Ushers Road, Ballston Lake, NY 12019
Phone: (518) 877-6600 or (888) 536-9477
Fax: (518) 877-6733
Securities and advisory services offered through LPL Financial,
a Registered Investment Advisor, Member FINRA/SIPC
LPL Financial does not offer, supervise or endorse the other client services DBA may offer.


No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdiction. Registered Representatives of LPL Financial whose identities and associations with Nicotera Wealth Management are disclosed on this site may only discuss securities or transact business with persons who are residents of the following states: CA, CT,  DC, FL, GA, IL, MA, MD, ME, NC, NJ, NY,  OH, SC, WA

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