Adam NietoCRD Number: 1993777
Current Firm: Sorrento Pacific Financial, LLC
Adam Nieto (CRD# 1993777) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in Fremont, CA and has over 25 years of experience in the finance industry.
Skyoak Wealth Management, Inc.
Three Bell Capital LLC
Blossom Wealth Management, LLC
|Dcn Wealth Management||Pleasanton, CA||Feb 2017 - Current||1|
|Sorrento Pacific Financial, LLC||San Diego, CA||Jan 2017 - Current||1|
|Lpl Financial LLC||Fremont, CA||Nov 2016 - Jan 2017||< 1|
|Fremont Bank||Fremont, CA||Jun 2002 - Jan 2017||14|
|Sorrento Pacific Finacial, LLC||San Diego, CA||May 2011 - Nov 2016||5|
|Uvest Financial Services Group, Inc.||Dublin, OH||Sep 2004 - May 2011||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1992|
|S66||NASAA Uniform Combined State Law Examination||Jun 2006|
Total Assets Under Management21MILLIONS
Total Number of Accounts102ACCOUNTS
Average Account Value$203,723
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV, WY
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