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Nicholas James Fedrow

Corvus Wealth Advisors LLC

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About Nicholas James Fedrow

Nicholas Fedrow is an Investment Advisor Representative at Corvus Wealth Advisors LLC. Nicholas has experience working in the financial services industry and has passed the Uniform Combined State Law Examination, the Securities Industry Essentials Examination, and the General Securities Representative Examination. Nicholas is a registered investment advisor in California. Nicholas is a member of the financial industry since 2016 and has previously been affiliated with J.P. Morgan Securities LLC and Edward Jones. Nicholas specializes in working with individuals, corporations, charities, and pension plans.

Firm Information

Nicholas Fedrow is currently registered with Corvus Wealth Advisors LLC. Corvus Wealth Advisors LLC is an investment advisor headquartered in Templeton, CA, with a focus on financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations. With over $720 million in regulatory assets under management, they cater to a diverse clientele including high-net-worth individuals, pension and profit-sharing plans, and corporations. They also provide selection of other advisors for their clients.
Corvus Wealth Advisors LLC

615 S. MAIN STREET

TEMPLETON, CA 93465

$720.92M

Assets Under Management

14

Total Clients

8

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Nicholas Fedrow’s Registration & Firm History

CA

09/19/2023 - Present

Corvus Wealth Advisors LLC (TEMPLETON CA)

CA

03/07/2018 - 02/13/2019

J.P. MORGAN SECURITIES LLC (SAN LUIS OBISPO CA)

CA

12/20/2016 - 02/01/2018

EDWARD JONES (CAYUCOS CA)

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Licenses & Designations

BOTH

Issued 01/09/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/20/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicholas James Fedrow.
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