Ameriprise Financial Services
46yrs
Top advisor by experience in Raleigh
16yrs
Nicholas Livecchi
Full name on record: Nicholas E Livecchi
Financial advisor at Founders Financial Alliance
Nicholas Livecchi has worked in the financial industry for 16 years and is a fiduciary financial advisor based in Raleigh, North Carolina. Nicholas has been with Founders Financial Alliance since 2021; before that, Nicholas spent ten years at Merrill. Nicholas holds the CFP® designation.
One of 1804 advisors with offices in Raleigh, and one of 1668 fiduciaries.
At a glance
Experience16 years (since 2011)
How that compares ?More experience than 55% of advisors in North Carolina
Office9212 Falls Of Neuse Road Suite 221, Raleigh, NC 27615
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$481,429
Advisors at the firm30
States licensed ?1 state
Services through Founders Financial Alliance
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowFounders Financial Alliance, LLCCurrent firm
- 2011 – 2021MerrillPreviously
Contact Nicholas
(855) 860-5940Founders Financial Alliance main office 9212 Falls Of Neuse Road Suite 221Raleigh, NC 27615Office · Get directions LinkedIn pageFounders Financial Alliance
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Questions to ask Nicholas
Tailored to Nicholas’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Nicholas
How do I contact Nicholas?
Call Founders Financial Alliance at (855) 860-5940 and ask for Nicholas Livecchi. Nicholas works from the Raleigh, NC office.
How long has Nicholas been a financial advisor?
Nicholas has been in the industry since 2011, about 16 years. More experience than 55% of advisors in North Carolina.
What licenses does Nicholas hold?
Series 66. Tap any license on this page to see what it allows.
Is Nicholas a fiduciary?
Nicholas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Nicholas paid?
Founders Financial Alliance reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Nicholas for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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