Nicholas Klarman (CRD# 7811384) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Berkeley, CA and has 1 year of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Berkeley, CA | Sep 2023 - Current | < 1 |
| Sonoma State School Of Businss And Economics | Rohnert Park, CA | Apr 2023 - Jul 2023 | < 1 |
| Sonoma State University | Rohnert Park, CA | Aug 2018 - May 2023 | 4 |
| Doordash | Rohnert Park, CA | Dec 2020 - Sep 2022 | 1 |
| Sonoma State Basketball | Rohnert Park, CA | Jul 2019 - Jul 2022 | 3 |
| Sonoma State Recreation Center | Rohnert Park, CA | Oct 2018 - Dec 2019 | 1 |
| Clayton Valley Charter High School | Concord, CA | Aug 2014 - Aug 2018 | 4 |
| Pine Hollow Middle School | Concord, CA | Oct 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2024 |
- CA
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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