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Nicholas Mango

Advisor at Condor Capital Wealth Management

Updated today

Location

Bedminster, NJ

Credentials

Series 63, Series 65

Industry experience

8 years

About

Nicholas Mango is a financial advisor at Condor Capital Wealth Management with seven years of industry experience. He has held positions at Condor Capital Management since 2016 and briefly worked at Foresters Financial Services in the same year. Mango holds Series 63 and Series 65 licenses. Condor Capital Wealth Management serves individual clients, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers portfolio management, financial planning, and pension consulting, utilizing a tailored investment approach that includes equities, fixed income, mutual funds, ETFs, independent managers, and specialized vehicles such as private funds and cryptocurrency exposure.

Client services

Based on Condor Capital Wealth Management

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Condor Capital Wealth Management

Private / alternative investments ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting

Fee options

Fixed

Financial planning and consulting fees generally range from $500 to $3,000 fixed fee basis.

Percentage

$0 - $1,000,000: 1.00% Over $1,000,000+: 0.75%

Project-based

Hourly fee ranging from $100 to $300 for concierge services; financial planning hourly fees $200 to $300 per hour.

Other

Account minimum: $500,000 Fee-only: Investment advisory fees based on percentage of assets under management; financial planning fees range generally from $500 to $3,000 fixed, or $200 to $300 hourly; pension consulting fees range from 0.25% to 0.50% of plan assets.

Location

Bedminster, NJ

Most active in

New Jersey

Work history

Condor Capital Management

2016 - Present (10 years)

Foresters Financial Services

2016 - 2016 (1 year)

Binghamton University (SUNY)

2011 - 2016 (5 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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Damian M

Series 63, Series 65

North Plainfield, NJ

Hillgate Financial, LLC

Damian Mbadugha is the sole advisor at Hillgate Financial, LLC, a New Jersey-registered investment adviser. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. In addition to his advisory role, he is registered as a commodities trading advisor, and works as an insurance agent and tax preparer, focusing on research during weekends. Hillgate Financial provides discretionary investment supervisory services to individuals, trusts, and estates, applying modern portfolio theory to build diversified portfolios primarily using passively managed funds and ETFs. The firm emphasizes tax-aware strategies and manages a historically significant asset base with a focus on individualized client portfolios.

Passive / index investing
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Series 63, Series 65

Madison, NJ

Hanley Capital Management, LLC

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Passive / index investing
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Series 65

Bridgewater, NJ

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Nitin Apte is a financial advisor at GA Advisors LLC in Bridgewater, NJ, with eight years of industry experience. He holds a Series 65 designation and previously worked at Azul Systems Inc and Credit Carbon Inc for seven years each. He serves as Chair of the Investment Committee for the nonprofit organization Marathi Vishwa of New Jersey. GA Advisors LLC provides personalized investment advice and discretionary portfolio management to individual clients, focusing on global equity and fixed income markets. The firm employs an asset-allocation model adjusted for market conditions, utilizing mutual funds, ETFs, and occasionally individual securities, along with options trading, supported by regular research and account monitoring.

Wealth management Active portfolio management Retirement income strategy College savings (529s, UTMA, etc.)
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Brian O

CFP®, Series 63, Series 65

Morristown, NJ

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Brian O'Dowd is a CFP® professional with 32 years of experience in financial advising. He is the president and owner of O'Dowd Asset Management LLC, an independent firm based in Morristown, NJ, which he founded in 2020. Prior to this, he was involved with O'Dowd Bierals Wealth Advisors LLC and World Equity Group since 2012. Outside of advising, he is also involved in property management and serves as president of multiple real estate-related companies. O'Dowd Asset Management provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as pension and profit-sharing plan clients. The firm uses both fundamental and technical analysis and employs a variety of strategies including long- and short-term trading, options, and allocations to diverse investment vehicles, managing accounts under written investment policies and sometimes allocating assets to third-party managers.

Options & derivatives strategies Private / alternative investments
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Daren O

Series 66

Whippany, NJ

LBK Financial LLC

Daren O'Connor is a financial advisor at LBK Financial LLC with 22 years of industry experience. He holds the Series 66 designation and has previously worked at Citigroup and Citigroup Management Corp. since 2015. He serves as a member of the Hanover Township Economic Development Advisory Committee in Whippany, NJ. LBK Financial is an independent wealth management firm serving individuals and small businesses, including high-net-worth clients. The firm offers discretionary investment management and financial planning, focusing on customized portfolios using diversified ETFs and individual equities, with ongoing account monitoring and annual reviews.

Passive / index investing
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Bryan Z

CFP®, Series 63, Series 65

Flemington, NJ

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Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Founder/Business Owner
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