Financial Advisor for Institutional Clients
 



James R. Nici
jnici@aristotleadvisors.net



Aristotle Advisors
1865 Veterans Park Drive
Suite 203
Naples, FL 34109
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239-449-6151
Fax: 877-646-0561

The Aristotle Advisors Support Team

Who is Envision Financial Transparency, LLC.?*
Envision Financial Transparency, LLC works with clients and financial advisors around the country, in various states. Assets are custodialzed with TCA by E*Trade (www.investor.trustamerica.com ), and they provide our firm with back office support through a dedicated team to better serve our clients and advisors. Envision Financial Transparency, LLC was founded in North Carolina in November of 2017.


Who is Charles Schwab Corporation?**
The Charles Schwab Corporation provies a full range of brokerage, banking, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC) offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.
For more information about Charles Schwab Corporation, visit schwab.com.


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Advisory Services offered through Envision Financial Transparency, LLC., a Registered Investment Adviser

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