Our Practice

Nick Pirsos is the Owner/President of Pirsos Investment Advisory, a NJ based LLC focusing on Wealth Creation for individuals and small & mid-sized companies. He is a Series 65 licensed Investment Advisor and maintains insurance licenses in life, health & sickness, and variable products.
 
Prior to starting Pirsos Investment Advisory, Nick worked for over thirty years on Wall Street advising and managing institutional client funds.
 
Nick treasures dissecting complex financial data and generating informed recommendations that guide investment strategies. He has also gained unique insight into the complexities of state public pension plans via his wife, Stephanie, a retired 26-year NJ public elementary school educator.

His professional areas of focus include among the following:

* Portfolio Management & Economic Analysis:
·      Exchange Traded Funds
·      Mutual Funds

* Retirement Accounts:
·      IRAs (Traditional and Roth)
·      Retirement Plans (401k, 403b, 457, ABPs,SEP, and SIMPLE)
 
* Financial Planning:
·      Retirement
·      Estate
·      Education Plans (529 Plans and Coverdell Savings Plans)
 
* Insurance:
·      Variable products
·      Life
·      Long-term / Elder care
 
Nick resides in Bergen County, NJ with his wife, Stephanie. Nick graduated with an MBA (Finance: Portfolio Management) from Pace University and a BS (Finance & International Economics) from New York University.