Nicholas Risser, financial advisor Tiburon CA

Nicholas Risser

CRD Number: 5709618
Current Firm: Bersot Capital Management, LLC

Nicholas Risser (CRD# 5709618) is an Investment Advisor Representative working at Bersot Capital Management, LLC in Tiburon, CA and has over 7 years of experience in the finance industry. Nicholas Risser has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Bersot Capital Management, LLC Tiburon, CA Jun 2021 - Current 2
Lpl Financial San Diego, CA Nov 2019 - Jun 2021 1
Extended Travel San Francisco, CA Feb 2019 - Nov 2019 < 1
Bersot Capital Management, LLC Tiburon, CA Jan 2014 - Jan 2019 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2017
S63 Uniform Securities State Law Examination Aug 2020
Contact Info for Nicholas J. Risser
Phone Number: (415) 797-6925
Firm Website: http://www.bersotcm.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    161
    MILLIONS
  • Total Number of Accounts
    46
    ACCOUNTS
  • Average Account Value
    $3,494,660
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, NH, TX

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