[Fredslist] Long Island Real Estate chapter welcomes new member Sergio Nicolosi

[Steve Kirschner]

The LI Real Estate Chapter is proud and honored to welcome its new member
Sergio Nicolosi, of Morgan Stanley.



Sergio started his financial services career in 2003 in the Hedge Fund
industry.  In 2009 he was recruited by Morgan Stanley, the Coleman Group, a
Corporate Client Group where he specializes in financial planning for high
net worth individuals, family offices, business owners, and foundations.
His focus is portfolio construction, risk management across equities, fixed
income, Hedge Funds and Private Equity.  In 2014 & 2015 he was recognized
by Five Star Wealth Manager as a top wealth manager in New York and
featured in the *New York* magazine.



He currently holds the series 7, 63, 65 and Insurance Licenses.  Sergio
resides in Garden City with his wife Kim and daughter Siena.



Additionally, Sergio puts out a market commentary piece whenever there is a
1% down/up market performance. If anyone would like to be added his
distribution list please send him your email.



Below are a list of services he provides.



*Core services:*

*Custom Investment Portfolio’s*

*Small to Middle Market Business Succession Planning*

*IRA*

*401k Rollover*

*Portfolio lending*

*Tailored Lending*

*Home Mortgage*





Sergio has made many valued long term business relationships during his
career.



He looks forward to sharing these relationships with our members as he
gains trust and knowledge of their businesses and qualifications, as he
hopes they will do with him.



*Business address and contact information: *



Sergio Nicolosi

Financial Advisor

Portfolio Manager

Financial Planning Specialist

*Morgan Stanley Wealth Management*

NMLS ID#1252957

855 Franklin Ave, 3rd floor, Garden City, NY 11530

Direct 516.227.2830  |  eFax 516.706-4180

Cell 646-808-5600

Email: sergio.nicolosi at morganstanley.com



Please reach out to Sergio and welcome him to our chapter and the Gotham
network.



Steve

Co-Chairman and Group Coordinator Li Real Estate Chapter

 [image:
https://www.filepicker.io/api/file/VsVxpF9Tji5t471F6G3u/convert?w=150&h=55&fit=clip]

*Steve Kirschner *|VP Business Development

*BOTTOM LINE CONCEPTS, LLC*
*Direct**:(516) 528-2288 <%28516%29%20528-2288>* /

skirschner at bottomlinesavings.com | Fax: (646) 304-6077
<%28646%29%20304-6077>
152 West 57th Street - 27th FL, New York, NY 10019
www.BottomLineSavings.com <http://www.bottomlinesavings.com/>

















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