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Nicholas Joseph Davis

SHAREBUILDER ADVISORS, LLC·SEATTLE, Washington
Unclaimed Profile
83 SOUTH KING STREET, SEATTLE, WA 98104CRD# 6247036Firm CRD# 136865
01

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.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CAPITAL ONE ADVISORS, LLC
CAPITAL ONE ADVISORS, LLC
AUM
—
Regulatory assets under management
Employees
67
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
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6247036
Firm CRD# 136865
3 disclosures on file
View on FINRA BrokerCheck →

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05

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.
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Research
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