Nicholas Casagrande
Nicholas Casagrande is a registered investment advisor at Cetera Investment Advisers LLC, based in San Francisco, CA, with 15 years of industry experience. Nicholas is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
22 Battery St, #401, San Francisco, CA, 94111
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2021Other Business ActivitiesSells Insurance
Nicholas is involved in several business activities, including real estate sales, notary services, tax preparation, and ownership of NC Financial Group, Proactive Tax Solutions, Mendocino Barkery, and Pidgeon Point LLC. He also sells health insurance with Anthem and Blue Shield of California, dedicating a few hours per week to this.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
State Registrations39 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Jack LinCetera Investment Advisers LLC
- Robert Silverman, CFPCetera Investment Advisers LLC
- Allen LuCetera Investment Advisers LLC
- Adrienne RadakovicCetera Investment Advisers LLC
- Ronald GreenbergCetera Investment Advisers LLC
- Grant Silverman, CFPCetera Investment Advisers LLC