Unclaimed Profile

Nicholas Joseph Davis

SHAREBUILDER ADVISORS, LLC·SEATTLE, Washington

SHAREBUILDER ADVISORS, LLC

83 SOUTH KING STREET, SEATTLE, WA 98104CRD# 6247036Firm CRD# 136865

Profile Verification

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

Identity

Nicholas Joseph Davis · SEATTLE, WA

Registration

CRD #6247036 · SHAREBUILDER ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

3 disclosures on file · See FINRA BrokerCheck for full record

About

Nicholas Joseph Davis is a registered financial advisor based in SEATTLE, Washington, affiliated with SHAREBUILDER ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Nonprofits & Foundations

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

CAPITAL ONE ADVISORS, LLC

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at CAPITAL ONE ADVISORS, LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 6247036

Firm CRD# 136865

View on FINRA BrokerCheck →

Looking for a financial advisor in SEATTLE?

Browse all registered financial advisors in SEATTLE, Washington or claim this profile if it's yours.

Browse SEATTLE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Nicholas Joseph Davis offer?

Nicholas Joseph Davis specializes in Investment Management, Wealth Management. Contact their office in SEATTLE, Washington for a consultation.

What are Nicholas Joseph Davis's credentials?

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

Where is Nicholas Joseph Davis located?

Nicholas Joseph Davis is based in SEATTLE, Washington, working with SHAREBUILDER ADVISORS, LLC. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.

How does Nicholas Joseph Davis charge for services?

Nicholas Joseph Davis's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SHAREBUILDER ADVISORS, LLC?

SHAREBUILDER ADVISORS, LLC has approximately 67 employees. 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 →