Fullerton Advisors, LLC

Fullerton Advisors, LLC (CRD# 148880) is a financial advisory firm headquartered in San Ramon, CA. They manage $44,007,115 in 207 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Fullerton Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
Nick C. Fullerton
CRD#: 2515415
2010 Crow Canyon Place, San Ramon, CA 94583

Nicholas Fullerton (CRD# 2515415) is an Investment Advisor Representative working at Fullerton Advisors, LLC in San Ramon, CA and has 7 years of experience in the finance industry. Nicholas Fullerton 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 putclients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.