Madison
Sharick

Nectarine

CRD#6432194
Investment Advisor
in San Diego, CA

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About this Advisor

Madison Sharick is a financial advisor based in San Diego, California, working with Nectarine. Madison has previously held positions at Fragasso Financial Advisors, Pnc Financial Services, Lpl Financial, LLC, Pnc Investments, Madi Manages Money LLC, and Nectarine. Madison has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania and Texas. Currently, Madison is part of Nectarine, which operates out of San Diego, California. The firm has 19 offices and 21 employees. The services offered by the firm include financial planning services and the selection of other advisers. The fee structure at Nectarine includes fixed and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Services Offered

Financial planning services, Selection of other advisers

Fee Structure

Fixed Fees, Others

Office Location

1650 Garnet Avenue #1090
San Diego, CA 92109

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Nectarine Brokerage Details

Total Number of Employees

21

CA Average: 43

Investment Advisory Services

  • Financial planning services
  • Selection of other advisers

Madison Sharick Work History

2024 - Present (0 year)

Nectarine

2022 - Present (2 years)

Madi Manages Money LLC

2020 - 2022 (2 years)

Pnc Investments

2017 - 2020 (3 years)

Pnc Investments

2016 - 2017 (1 year)

Lpl Financial, LLC

2016 - 2017 (1 year)

Fragasso Financial Advisors

2015 - 2016 (1 year)

Fragasso Financial Advisors

2012 - 2015 (3 years)

Pnc Financial Services

Disclosures

Please visit the SEC profile of Madison Sharick to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Nectarine

Carla Adams
San Diego, CA
Cristina Perez
San Diego, CA
Sara Young
Cincinnati, OH
Madison Sharick
San Diego, CA
Adam Coleman
San Diego, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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