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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Wagstaff is an Investment Advisor Representative at Iconiq Capital, LLC. Nicholas is registered with the state of California as an Investment Advisor Representative and has been in the industry since 2018. Nicholas has passed the Uniform Investment Adviser Law Examination (Series 65) and has a specialization in Private Wealth Management. Nicholas specializes in helping clients with portfolio management for private foundations, individuals, and pooled investment vehicles.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Portfolio managment for private foundations
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
01/07/2025 - Present
Iconiq Capital, LLC (SAN FRANCISCO CA)
IA
Issued 11/14/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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