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Nicholas Sanders Lebeau

Fisher Investments

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About Nicholas Sanders Lebeau

Nicholas Lebeau is an investment advisor representative with Fisher Investments, a firm with over $298 billion in assets under management. Nicholas has been in the industry for over 10 years and has experience working with high-net-worth individuals, corporations, trusts, and other institutional clients. Nicholas is registered in Florida and Texas as an investment advisor representative. Nicholas earned the Series 65 license and the Series 6TO and SIE licenses, which are required for investment advisor representatives who offer securities products and services. Nicholas holds a bachelor's degree from Florida Atlantic University. Nicholas specializes in portfolio management, financial planning, and portfolio assessment.

Firm Information

Nicholas Lebeau is currently registered with Fisher Investments. Fisher Investments is an investment firm headquartered in Plano, Texas, managing over $298 billion in assets. The firm offers a range of advisory services, including financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Fisher Investments serves a diverse client base, including individuals, high-net-worth individuals, corporations, and institutional investors.
Fisher Investments

6500 INTERNATIONAL PKWY

PLANO, TX 75093-8222

$298.73B

Assets Under Management

Not reported

Total Clients

2,215

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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portfolio assessment

Portfolio assessment

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Nicholas Lebeau’s Registration & Firm History

FL

03/12/2024 - Present

Fisher Investments (Tampa FL)

FL

11/10/2023 - 03/04/2024

TRINITY WEALTH SECURITIES, L.L.C. (Tampa FL)

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Licenses & Designations

IA

Issued 10/20/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/10/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/07/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicholas Sanders Lebeau.
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