Nicole PrestimonicoCRD Number: 6200654
Current Firm: Strategic Advisers, Inc.
Nicole Prestimonico (CRD# 6200654) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Roseville, CA and has over 4 years of experience in the finance industry.
Clarion Advisors Inc.
Adams Ashby Financial Advisors
Three Oaks Capital Management
|Fidelity Brokerage Services LLC||Roseville, CA||Apr 2013 - Current||4|
|Jp Morgan Chase||Roseville, CA||Jun 2007 - Mar 2013||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2013|
Total Assets Under Management254,026MILLIONS
Total Number of Accounts688,691ACCOUNTS
Average Account Value$368,854
- 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 investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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