Nicholas Tannura (CRD# 2103134) is an Investment Advisor Representative working at Gsi Capital Advisors LLC in Newport Beach, CA and has over 33 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Gsi Capital Advisors LLC | Newport Beach, Ca, CA | Oct 2020 - Current | 3 |
Green Street Investors, LLC | Newport Beach, CA | Mar 2017 - Sep 2020 | 3 |
Green Street Trading | Newport Beach, CA | Feb 2017 - Nov 2019 | 2 |
Silverpath Capital Management | Chicago, IL | Jan 2013 - Feb 2017 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 1990 |
S66 | NASAA Uniform Combined State Law Examination | May 2017 |
- CA
-
Total Assets Under Management170MILLIONS
-
Total Number of Accounts4ACCOUNTS
-
Average Account Value$42,517,219
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
CA
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