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Nicholas Granger Atkeson

Delta Investment Management, LLC

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About Nicholas Granger Atkeson

Nicholas Granger Atkeson is an investment advisor representative with Delta Investment Management, LLC, a firm with offices in San Francisco, CA. Nicholas has been in the industry since 1997 and holds both Series 7 and 63 licenses. In addition to being licensed in California, Nicholas is also registered in Texas. Prior to joining Delta Investment Management, LLC, Nicholas worked at THINKEQUITY PARTNERS LLC, SUSQUEHANNA FINANCIAL GROUP, LLLP, BANC OF AMERICA SECURITIES LLC and MONTGOMERY SECURITIES.

Firm Information

Nicholas Atkeson is currently registered with Delta Investment Management, LLC. Delta Investment Management, LLC is a San Francisco, California-based Registered Investment Advisor that manages over $628 million in assets for over 2,100 clients. The firm offers financial planning and portfolio management services to individuals and charitable organizations. They specialize in working with high-net-worth individuals and individuals other than high-net-worth.
Delta Investment Management, LLC

708 MONTGOMERY STREET

SAN FRANCISCO, CA 94111

$628.86M

Assets Under Management

Not reported

Total Clients

24

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Nicholas Atkeson’s Registration & Firm History

CA

05/04/2013 - Present

Delta Investment Management, LLC (San Francisco CA)

CA

04/13/2005 - 05/02/2006

THINKEQUITY PARTNERS LLC (SAN FRANCISCO CA)

PA

06/18/2003 - 04/20/2005

SUSQUEHANNA FINANCIAL GROUP, LLLP (BALA CYNWYD PA)

NY

10/01/1997 - 05/28/2003

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

CA

06/25/1997 - 10/01/1997

MONTGOMERY SECURITIES (SAN FRANCISCO CA)

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Licenses & Designations

IA

Issued 03/09/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/07/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/23/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicholas Granger Atkeson.
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