Nicholas CarrollCRD Number: 6964248
Current Firm: Iconiq Capital, LLC
Nicholas Carroll (CRD# 6964248) is an Investment Advisor Representative working at Iconiq Capital, LLC in San Francisco, CA and has 1 year of experience in the finance industry.
Monetary Management Corporation
Perigon Wealth Management, LLC
Global Retirement Partners LLC
|Iconiq Capital||New York, NY||Feb 2022 - Current||1|
|Bank Of America Private Bank||New York, NY||Jul 2019 - Feb 2022||2|
|Alpha Pension Group||Lexington, MA||Sep 2017 - May 2019||1|
|Full Time Student (high School And College||Boston And Waltham, MA||Sep 2011 - May 2019||7|
|Us Trust||New York, NY||Jun 2018 - Aug 2018||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Apr 2022|
Total Assets Under Management77,240MILLIONS
Total Number of Accounts1,416ACCOUNTS
Average Account Value$54,547,813
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
CA, FL, NY, TX
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