Unclaimed
Nicholas King is a Managing Director at Fort Point Capital Partners LLC, a registered investment advisor based in San Francisco, California. Nicholas has been in the securities industry since 2018. Nicholas holds the Series 66, 31, SIE, and 7 licenses. Nicholas has a background in music and has held positions at organizations such as Carnegie Hall, the New York Philharmonic, and the Juilliard School. Nicholas is also a board member of Project Music Heals Us, a non-profit organization that provides musical performances to patients in hospitals. Nicholas specializes in providing investment advice to high-net-worth individuals, families, and institutions. Fort Point Capital Partners LLC provides investment advisory services to individuals, families, and institutions. The firm offers a variety of services, including financial planning, portfolio management, and selection of other advisers.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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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2
NY
10/31/2021 - Present
Fort Point Capital Partners LLC (New York NY)
NY
09/10/2018 - 11/08/2021
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
BOTH
Issued 01/19/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/2019
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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