Advisor at Continuum Advisory, LLC
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Firm
Continuum Advisory, LLC
Location
Santa Clarita, CA 91321
Credentials
Series 63, Series 66
Industry experience
30 years
Nicholas Lentini is a financial advisor with Continuum Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has previously worked at Osaic Wealth, Inc., Triad Advisors, Signator Investors, Inc., and Transamerica Financial Advisors, Inc., and operates his own business, Lentini Financial Advisory. Lentini also has experience teaching at College of the Canyons. Continuum Advisory is a multi-team SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans. The firm offers financial planning, consulting, and portfolio management services through independent advisors and manages over $1.4 billion in assets.
Based on Continuum Advisory, LLC
Based on Continuum Advisory, LLC
Initial financial planning fees may be charged as flat fees, negotiable and vary by Advisor and engagement.
up to 2.95% annually (tiered structure, negotiable, typical range 0.00% to 2.95%)
Certain Advisors offer securities brokerage services and insurance products under separate commission-based arrangements.
Hourly charges may apply for financial planning and consulting services, negotiable and vary by Advisor.
Fee-only: Financial planning and consulting fees negotiable; initial planning fees and ongoing periodic fees vary by scope and complexity; retirement plan consulting fees range from fixed fee up to $40,000 or ongoing asset-based fee 0.15% to 1.00% annually.
24359 Walnut Street, Unit B
Santa Clarita, CA 91321
California
OSAIC
2024 - Present (2 years)
Triad Advisors
2018 - 2024 (6 years)
Signator Investors, Inc.
2016 - 2018 (2 years)
Lentini Financial Advisory
2015 - Present (11 years)
College Of The Canyons
2014 - Present (12 years)
Transamerica Financial Advisors, Inc.
2009 - 2016 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 65
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Series 63, Series 65
Valencia, CA
Avinci Wealth Management, Inc.
Series 63, Series 65
Granada Hills, CA
Paul Edward Fritch CPA
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