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Jesica Michelle Murature Stordiau

Advisor at Nexgen Investments LLC

Updated today

Location

Greenwich, CT

Credentials

Series 66

Industry experience

9 years

About

Jesica Michelle Murature Stordiau is a financial advisor at Nexgen Investments LLC with nine years of industry experience. She holds a Series 66 designation and has previously worked at Adcap Securities, United Brokers, and United Maritime Capital, LLC. Jesica has been with Nexgen Investments since 2022. Nexgen Investments LLC provides portfolio management and investment advice to individuals, including high-net-worth clients, as well as corporate and business entities. The firm’s investment approach includes fundamental, technical, and charting analysis, employing a range of strategies such as long-term and short-term trading, margin, short sales, and options, with a focus on both U.S. and non-U.S. securities and private placements.

Client services

Based on Nexgen Investments LLC

Portfolio management

Expertise

Based on Nexgen Investments LLC

Options & derivatives strategies Concentrated stock management Real estate investing

Fee options

Percentage

$0 - $100,000: Up to $2,000 annually (fixed fee) $100,001 - $200,000: $3,000 annually (fixed fee) $200,001 - $300,000: $4,000 annually (fixed fee) $300,001+: Up to 2.00% annually (percentage of assets under management, negotiated)

Performance-based

20% of gains above hurdle rate for Qualified Clients (assets over $1,100,000 or net worth over $2,200,000) calculated annually.

Other

Minimum fee: Up to $2,000 annually for accounts up to $100,000; $3,000 for $100,001-$200,000; $4,000 for $200,001-$300,000 Fee-only: Investment advisory fees as described, no commissions charged.

Location

Greenwich, CT

Most active in

Connecticut

Work history

Nexgen Investments LLC

2022 - Present (4 years)

Adcap Securities

2016 - 2017 (1 year)

United Brokers

2016 - 2016 (1 year)

United Maritime Capital, LLC

2015 - 2022 (7 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Deirdre S

CFP®

Mamaroneck, NY

Sparrow Wealth Management

Deirdre Smith is a CFP® professional with experience at Capital Group, Elodie Wealth, and Sparrow Wealth Management, where she has worked since 2025. She is based in Mamaroneck, NY. Sparrow Wealth Management is a registered investment adviser serving individuals and high-net-worth clients with discretionary and non-discretionary investment management and financial planning. The firm’s approach combines asset allocation based on Modern Portfolio Theory and fundamental analysis, blending passive and active investments while incorporating tax considerations and ESG screens upon client request.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)
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Brian L

Series 63, Series 65

Norwalk, CT

Euclid Harding, LLC

Brian Lasher is a financial advisor at Euclid Harding, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at CIG Securities, CIG Asset Management Inc., CIG Capital Advisors, Rueone Investments, and Federal St. Partners. Outside of his advisory role, he maintains a fixed insurance sales and service business. Euclid Harding provides comprehensive financial planning and discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a strategic asset-allocation approach across a diversified range of securities and offers specialized services including ERISA 3(21) retirement-plan advisory.

Divorce financial planning Business exit / sale strategy Real estate investing Options & derivatives strategies
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John W

CFP®, Series 66

Yonkers, NY

Wieder Financial Corp.

John Wieder is a CFP® and holds a Series 66 license. He is the sole advisor at Wieder Financial Corp. with one year of industry experience. Wieder is also a licensed attorney in New York and owns a title insurance business. He has worked at Nationwide Settlements Solutions since 2008. Wieder Financial Corp. is an independent, state-registered advisory firm serving individual clients through a co-advisory arrangement with a third-party money manager. The firm focuses on broad-based asset categories using funds-of-funds, mutual funds, and ETFs, while portfolio management and trading are handled by the selected money manager.

Wealth management Passive / index investing General retirement planning
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Fabian D

CFP®, CFA®

White Plains, NY

FMD Wealth Advisors LLC

Fabian Degen is a CFP® and CFA® credentialed advisor with one year of industry experience. He is the sole advisor at FMD Wealth Advisors LLC, an independent firm located in White Plains, NY. Prior to founding his firm, he worked for 16 years at DWS Group. In addition to his advisory role, he performs seasonal tax preparation work with H&R Block. FMD Wealth Advisors is a fee-only independent registered investment adviser serving individual and high-net-worth clients. The firm offers wealth management, investment management, and financial planning services, typically utilizing low-cost mutual funds and ETFs within a process that combines fundamental and technical analysis for long-term portfolio construction.

Options & derivatives strategies Divorce financial planning
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Gabriel N

CFA®

Stamford, CT

Tadpole Investments LLC

Gabriel Nardi is a CFA® charterholder based in Stamford, CT, currently serving as the sole advisor at Tadpole Investments LLC. He has prior experience at Third Avenue Management and BlazeRidge LLC. Outside of his advisory work, he is the founder of a software company developing a web-based application to assist book authors. Tadpole Investments LLC provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm employs cyclical, fundamental, and quantitative analysis with a range of trading strategies, including performance-based fee arrangements for qualified clients.

Options & derivatives strategies
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Antonio T

CFP®, Series 63

White Plains, NY

Financial Planning Associates, LLC

Wealth management College savings (529s, UTMA, etc.) Annuities Real estate investing
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