Nicholas Chin (CRD# 7579372) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Dublin, CA and has 1 year of experience in the finance industry.
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
CRD# 4105009
Lowery Thomas, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Dublin, CA | Jun 2022 - Current | 1 |
| Uncle Credit Union | Pleasanton, CA | Jan 2022 - Jun 2022 | < 1 |
| San Jose State University | San Jose, CA | Aug 2020 - May 2022 | 1 |
| Bridge Bank | San Jose, CA | Jun 2021 - Aug 2021 | < 1 |
| Unemployed | Pleasanton, CA | Mar 2020 - Aug 2020 | < 1 |
| Pho Tai | Dublin, CA | Aug 2019 - Feb 2020 | < 1 |
| Vitality Bowls | Dublin, CA | Aug 2019 - Dec 2019 | < 1 |
| 85 Degree Bakery | Pleasanton, CA | Mar 2019 - Jun 2019 | < 1 |
| Las Positas Community College | Livermore, CA | Aug 2017 - May 2019 | 1 |
| Amazon Fulfillment Center | Newark, CA | Nov 2018 - Jan 2019 | < 1 |
| Hub925 | Pleasanton, CA | Jul 2017 - Jun 2018 | < 1 |
| Middle/high School | Pleasanton, CA | Jan 2012 - Jun 2017 | 5 |
| Vitality Bowls | Dublin, CA | Jan 2016 - Apr 2017 | 1 |
| Asconas Pizza Co | Pleasanton, CA | Jul 2015 - Dec 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2023 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
- CA
- TX
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
-
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.