Nicholas DeansCRD Number: 4585391
Current Firm: Fort Point Capital Partners LLC
Nicholas Deans (CRD# 4585391) is an Investment Advisor Representative working at Fort Point Capital Partners LLC in Naples, FL and has over 5 years of experience in the finance industry.
Lewis Capital Management
H. Beck, Inc.
H.d. Vest Advisory Services, Inc.
|Fort Point Capital Partners, LLC||Naples, FL||Jul 2011 - Current||5|
|Moorings Capital LLC||Naples, FL||Aug 2009 - Current||7|
|Mann Mann Jensen Partners||New York, NY||May 2011 - Dec 2011||< 1|
|Unemployed||West Hartford, CT||Apr 2009 - Sep 2009||< 1|
|Qorval LLC||Naples, FL||Sep 2006 - Mar 2009||2|
|Unemployed||New Yokr, NY||Jul 2006 - Sep 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2011|
|S66||NASAA Uniform Combined State Law Examination||Jun 2012|
Total Assets Under Management471MILLIONS
Total Number of Accounts841ACCOUNTS
Average Account Value$560,620
- A percentage of assets under your management
- 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)
AK, AZ, CA, FL, IN, MD, MT, NJ, NV, NY, OR, TX, UT, VA, WA
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