Nicholas French, financial advisor San Francisco CA

Nicholas French

CRD Number: 5596908
Current Firm: Svb Asset Management

Nicholas French (CRD# 5596908) is an Investment Advisor Representative working at Svb Asset Management in San Francisco, CA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Svb Securities Palo Alton, CA Mar 2011 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2011
S65 NASAA Investment Advisors Law Examination Nov 2008
Contact Info for Nicholas W. French
Phone Number: 866-719-9117
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    44,430
    MILLIONS
  • Total Number of Accounts
    588
    ACCOUNTS
  • Average Account Value
    $75,560,444
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, IL, MA, MD, MN, NC, NJ, NY, OH, OR, PA, TX, UT, VA, WA

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