Nicholas Savage is a registered investment advisor, based in Costa Mesa, CA, with 5 years of industry experience.
Location
Costa Mesa, CA
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
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Nicholas works full-time as a business development consultant for AssetMark, Inc., a registered investment adviser and affiliate of AssetMark Brokerage, LLC. This employment began in January 2025.
Employment History
Current Registrations
Assetmark Brokerage, LLC
February 2025 - Present · 1 yr 3 mos
Assetmark Brokerage, LLCBroker
February 2025 - Present · 1 yr 3 mos
Assetmark, INC.
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Sei Investments Management CORP
March 2023 - August 2024 · 1 yr 5 mos
Sei Investments Distribution CO.Broker
November 2019 - August 2024 · 4 yrs 9 mos
State Registrations6 states
CAIAMNNDSDWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.