Red Bank, NJ   •   Toms River, NJ   •   Suffern, NY         Client Access
banyan-team-nick

Nicholas Sergio, AIF®

Accredited Investment Fiduciary®
Founder & Chief Investment Officer • Banyan Wealth
Registered Principal & Financial Advisor • RJFS
Red Bank, NJ
2021 Leaders Council Member

“The past creates lessons to be learned, the future is what we make of those lessons learned...”

Nick Sergio joined Raymond James Financial Services in 2001 as a Financial Advisor and Registered Principal. He has been working with clients since 1993 in helping them manage their financial needs and goals with Holistic Financial Planning with an emphasis on in depth Macro Analysis to give a clearer direction for your investment decisions. He currently is the Registered Principal for the Red Bank, New Jersey office of Raymond James Financial Services. He is also principal for his satellite offices in Toms River, New Jersey, Montclair, New Jersey and Montebello, New York. Nick’s passion and calling is helping others navigate through life’s many transitions.

Mr. Sergio has been a member of the Raymond James Leaders Council* ten times and a member of the Raymond James Executive Council* seven times during his twenty years at Raymond James Financial Services. He is currently a 2021 Leaders Council Member*.

Nick completed his undergraduate degree in accounting from Pace University in Westchester, New York. At Pace University, Mr. Sergio participated in many outside activities as well as being the youngest accounting intern at Prodigy Corporation and at Prentice Hall Information Services. Reporting directly to the CFO, Mr. Sergio was exposed to complex corporate accounting strategies.

When Mr. Sergio is not in the office, he is spending time with his three children, his Havanese dog, Mario, and his wife, Anita. The Sergios love outside activities and reading to their children. Nick also enjoys watching professional sports, trains regularly as a Black Belt in Tae Kwon Do and is the vice president and board member of travel soccer for Marlboro Soccer Association.

 

* Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.