Nicholas Downer (CRD# 5937890) is an Investment Advisor Representative working at Gurtin Municipal Bond Management in San Francisco, CA and has over 4 years of experience in the finance industry.
CRD# 2289402
Polaris Greystone Financial Group, LLC
Score
106
CRD# 2481766
Skyoak Wealth Management, Inc.
Score
93
CRD# 4512665
Blossom Wealth Management, LLC
Score
108
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Foreside Fund Services, LLC | Solana Beach, CA | Mar 2015 - Current | 3 |
| Gurtin Fixed Income Management LLC | Solana Beach, CA | Oct 2012 - Current | 5 |
| Unemployed | New York, NY | Aug 2012 - Oct 2012 | < 1 |
| Jefferies & Company, Inc. | New York, NY | Jul 2011 - Aug 2012 | 1 |
| Unemployed | Stamford, CT | Jun 2011 - Jul 2011 | < 1 |
| Dartmouth College | Hanover, NH | Aug 2010 - Jun 2011 | < 1 |
| Sunamerica Asset Management | Jersey City, NJ | Jun 2010 - Aug 2010 | < 1 |
| Dartmouth College | Hanover, NH | Mar 2010 - Jun 2010 | < 1 |
| Russell Reynolds | New York, NY | Jan 2010 - Mar 2010 | < 1 |
| Dartmouth College | Hanover, NH | Mar 2009 - Jan 2010 | < 1 |
| St. Louis Blues | St. Louis, MO | Jan 2009 - Mar 2009 | < 1 |
| Dartmouth College | Hanover, NH | Aug 2007 - Jan 2009 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2013 |
| S63 | Uniform Securities State Law Examination | Apr 2015 |
- CA
-
Total Assets Under Management11,692MILLIONS
-
Total Number of Accounts2,073ACCOUNTS
-
Average Account Value$5,640,045
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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