Nicholas Delouisa

Advisor at Fidelity

Updated today
Fidelity logo

Firm

Fidelity

Location

Oak Ridge, NJ

Credentials

Series 63, Series 66

Industry experience

7 years

About

Nicholas DeLouisa is the Vice President and Branch Leader at the Morristown, NJ Investor Center for Fidelity Investments. In this role, he leads a team of Fidelity associates, focusing on cultivating a world-class culture and ensuring high levels of client satisfaction. He engages with clients through in-branch meetings, seminars, and appreciation events to support national initiatives and expand Fidelity's presence in the local community.

Nicholas has held various positions at Fidelity Investments since 2018, including Branch Leader, Financial Consultant, Investment Consultant, and Financial Representative II. Prior to joining Fidelity, he worked as a Financial Advisor at National Life Group from 2017 to 2018.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Provider of model portfolios

Expertise

Wealth management Passive / index investing Active portfolio management

Occupation focus

Financial Professional

Work history

Fidelity Investments

2025 - Present (1 year)

Fidelity Brokerage Services LLC

2018 - Present (8 years)

UnEmployed

2018 - 2018 (1 year)

Equity Services, Inc.

2018 - 2018 (1 year)

Integrated Financial Concepts Llc / National Life Group

2017 - 2018 (1 year)

UnEmployed

2015 - 2017 (2 years)

Disclosures

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

Business activities & affiliations

Chuck R

CFP®

Fairfield, NJ

Granite Rose Wealth Alliance LLC

Our clients and community value us for both our personal approach as well as our background experience. Our clients are amazing but do not always have the time and energy to go it on their own. We help bridge family and business conversations, and align our clients paths with their intended priorities. We have backgrounds in institutional investments, and consulting financial advisors, but we are perpetually students as well as surrounding ourselves with amazing professional alliances to help support our clients and community in every way we can. Growing up, my parents were owners of a small business that did paving and excavation services. I was able to work summers and through college and miss operating equipment. Same time I saw many of their challenges through each stage of ownership. I love helping business owners and consultants bridge their investments and behavior in alignment with their prioritized goals and intent. Working at an institutional asset manager and broker dealer allowed me to spend countless hours with amazing financial professionals (advisors, portfolio managers, economists and strategists). There is alot to learn in good times, and even more to learn in challenging times. We try to bring a long term vision and healthy perspective to meetings where clients are the ones driving to their goals with the full support of our firm and every resource we have.

Business ownership considerations Founder/Business Owner Consultant Sales Professional Baby Boomers (Born 1946-1964)

Steve K

CFP®

Towaco, NJ

Freedom Found Financial

Steven Kampschmidt is a CERTIFIED FINANCIAL PLANNER™ professional dedicated to assisting individuals and families in their pursuit of financial freedom. After establishing a practice within Merrill Lynch, he had an increasing desire to service his clients in a way that was unavailable at almost all other firms within the industry. It was at this point that he opted to create something new, and thus Freedom Found Financial was born. Steven also has his MBA in finance and economics from the Rochester Institute of Technology. He currently resides in Boonton, NJ with his wife Jessica, his two daughters Adeline and Evelyn, as well as his two dogs Meadow and Summer. He enjoys spending time with his family and friends. He also uses his free time training Brazilian Jiu-Jitsu, playing beach volleyball down the shore, and snowboarding during the winter months.

Executive Intergenerational Families Parents Baby Boomers (Born 1946-1964)

Conan W

Series 66

Wayne, NJ

Kingsview Wealth Management, LLC

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management

Thomas D

Series 63, Series 66

Branchville, NJ

Edward Jones

Retirement income strategy Equity Recipients (RS/RSU, SOP, ESPP) Wealth management Inheritance planning General estate planning guidance Executive

Jeffrey B

Series 66

Wayne, NJ

Merrill

Jeffrey Bryan is a Senior Financial Advisor with Merrill Lynch Wealth Management. He leads all portfolio and investment management activities for Tellis Bryan Wealth Management, delivering tailored risk and investment management solutions for institutions, charities, foundations, endowments, as well as high net worth individuals, families, and legacy trusts. With more than 35 years of experience managing money for institutional and private wealth clients, Jeff joined Merrill in 2016 after serving 11 years as a Director and Senior Portfolio Manager at BlackRock. Prior to that, he was a Senior Vice President and Senior Portfolio Manager at The Private Bank at Bank of America, where he managed over $5 billion in assets for the bank’s most complex and sizable client relationships. Jeff’s expertise includes constructing and managing comprehensive investment and credit portfolios through advanced asset allocation and risk modeling systems, overseeing risks related to highly concentrated assets, and managing complex trust and estate planning strategies. He has also lectured extensively across the country to professional investor and client groups. Jeff earned bachelor's degrees in Finance and Economics from the University of Missouri and holds the designation of Personal Investment Advisor (PIA). Outside of his professional work, he enjoys fishing, hiking, and music.

Wealth management Concentrated stock management General estate planning guidance Trust structures (GRAT, IDGT, revocable)

Carlos D

Series 66

Wayne, NJ

Merrill

Carlos Del Rio Madero is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In this role, he collaborates with clients to develop strategies aimed at pursuing their short-, mid-, and long-term financial goals. He serves as a resource for a broad range of financial needs, including investing, retirement planning, and emergency savings, and provides access to Bank of America specialists for banking, credit, home financing, and small business solutions. Carlos holds a Personal Investment Advisor (PIA) designation and earned his high school diploma from William Paterson University. Fluent in English, Spanish, and Hindi, he listens carefully to clients to understand their values and aspirations. Outside of his professional work, Carlos is involved in community organizations such as the Hispanic/Latino Organization for Leadership and Advancement and the Parents and Caregivers Network.

General retirement planning Wealth management Income planning
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