Unclaimed Profile

Nicholas A Wilson

THEOREM PARTNERS LLC·SAN MATEO, California

THEOREM PARTNERS LLC

400 CONCAR DR, SAN MATEO, CA 94402CRD# 6417299Firm CRD# 281280

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Nicholas A Wilson · SAN MATEO, CA

Registration

CRD #6417299 · THEOREM PARTNERS LLC

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

About

Nicholas A Wilson is a registered financial advisor based in SAN MATEO, California, affiliated with THEOREM PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Introduction

Speak with Nicholas

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Nicholas is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

THEOREM PARTNERS LLC

THEOREM

AUM

$2.0B

Regulatory assets under management

Employees

Total firm employees

View all advisors at THEOREM PARTNERS LLC →

Services

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6417299

Firm CRD# 281280

View on FINRA BrokerCheck →

Looking for a financial advisor in SAN MATEO?

Browse all registered financial advisors in SAN MATEO, California or claim this profile if it's yours.

Browse SAN MATEO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Nicholas A Wilson offer?

Nicholas A Wilson specializes in Retirement Planning, Wealth Management. Contact their office in SAN MATEO, California for a consultation.

What are Nicholas A Wilson's credentials?

Nicholas A Wilson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Nicholas A Wilson located?

Nicholas A Wilson is based in SAN MATEO, California, working with THEOREM PARTNERS LLC. Their office serves clients in the SAN MATEO metropolitan area and surrounding communities.

How does Nicholas A Wilson charge for services?

Nicholas A Wilson's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THEOREM PARTNERS LLC?

THEOREM PARTNERS LLC has approximately 62 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →