Nicholas Casaccia (CRD# 6972025) is an Investment Advisor Representative working at Bordeaux Wealth Advisors in Menlo Park, CA and has over 5 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ernst & Young LLP | San Jose, CA | Jan 2017 - May 2018 | 1 |
| Unemployed | Los Gatos, CA | Jul 2016 - Jan 2017 | < 1 |
| Santa Clara University | Santa Clara, CA | Sep 2013 - Jun 2016 | 2 |
| Santa Clara University | Santa Clara, CA | Sep 2012 - Jun 2016 | 3 |
| Ernst & Young, LLP | San Jose, CA | Jun 2015 - Aug 2015 | < 1 |
| Adobe Systems | San Jose, CA | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2018 |
- CA
-
Total Assets Under Management4,437MILLIONS
-
Total Number of Accounts247ACCOUNTS
-
Average Account Value$17,965,473
- A percentage of assets under your management
- 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)
- Other
AZ, CA, IL, MA, NV, OR, TX, WA
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