Nicholas King (CRD# 6996711) is an Investment Advisor Representative working at Fort Point Capital Partners LLC in New York, NY and has over 5 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Uhlmann Price Securities, LLC | Skokie, IL | Jul 2023 - Current | < 1 |
| Fort Point Capital Partners LLC | San Francisco, CA | Oct 2021 - Current | 2 |
| Sanford C. Bernstein & Company, LLC | New York, NY | Jul 2018 - Oct 2021 | 3 |
| Art Of Giving Back | Oceanside, CA | Nov 2012 - Jun 2018 | 5 |
| The Juilliard School | New York, NY | Sep 2016 - May 2018 | 1 |
| The Riverside Company | New York, NY | Jun 2017 - Aug 2017 | < 1 |
| Carnegie Hall | New York, NY | Jun 2016 - Aug 2016 | < 1 |
| New York Philharmonic | New York, NY | Jun 2016 - Aug 2016 | < 1 |
| Oberlin Conservatory | Oberlin, OH | Sep 2013 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2019 |
- FL
- NY
-
Total Assets Under Management1,491MILLIONS
-
Total Number of Accounts1,150ACCOUNTS
-
Average Account Value$1,296,727
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, FL, GA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MS, MT, NC, NJ, NM, NV, NY, OK, OR, SC, TN, TX, UT, VA, WA, WI, 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.