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Co-Ceo & Chairman · Nfsg Corporation

Thomas J. Casolaro

CRD 1812805 · Named on Form ADV at one SEC-registered adviser

At a glance

Nfsg Corporation, an SEC-registered wealth manager based in Boca Raton, FL with $1.1 billion in regulatory assets, lists Thomas J. Casolaro on its Form ADV as Co-Ceo & Chairman, a control person.

Firms and roles

  • Nfsg CorporationCo-Ceo & ChairmanWealth manager · Boca Raton, FL · $1.1B in regulatory assets

AtlasMembers

Thomas’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Robert P. SpitlerCo-Ceo/finop/chief Financial Officer/principal Financial Officer/chief Compliance Officer, Nfsg Corporation

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Thomas’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.