Nina Doehrman (CRD# 7288696) is an Investment Advisor Representative working at Adero Partners, LLC in San Francisco, CA and has over 3 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
Company Name | Location | Dates | Years |
---|---|---|---|
Adero Partners, LLC | Pleasanton, CA | Sep 2023 - Current | < 1 |
Alliancebernstein | San Francisco, CA | Aug 2020 - Jul 2023 | 2 |
University Of Southern California | Los Angeles, CA | Aug 2016 - Aug 2020 | 4 |
Dimensional Fund Advisors | Santa Monica, CA | Jun 2019 - Aug 2019 | < 1 |
Smartgroup Corporation | Sydney, | Jun 2018 - Jul 2018 | < 1 |
Leadgenius | Berkeley, CA | Jun 2017 - Aug 2017 | < 1 |
San Ramon Valley High School | Danville, CA | Aug 2012 - Aug 2016 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2020 |
S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
- CA
-
Total Assets Under Management4,036MILLIONS
-
Total Number of Accounts3,511ACCOUNTS
-
Average Account Value$1,149,436
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, FL, HI, IL, LA, MI, MT, NC, NE, NH, NJ, NV, NY, OR, TN, TX, UT, WA
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