Nicholas
Aschmoneit

Wedbush Securities Inc

CRD#7136527
Investment Advisor
in Los Angeles, CA

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About this Advisor

Nicholas Aschmoneit is a financial advisor based in Los Angeles, California, working with Wedbush Securities Inc. Nicholas has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, San Diego State University, Vg Donut & Bakery, Bank Of America, and Wedbush Securities Inc. Nicholas has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Nicholas is part of Wedbush Securities Inc, which operates out of Los Angeles, California. The firm has 58 offices and 953 employees. The firm manages assets totaling $4.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Wedbush Securities Inc includes asset-based, fixed, and commission-based fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

1000 Wilshire Blvd Ste 900
Los Angeles, CA 90017

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Wedbush Securities Inc Brokerage Details

Total Assets Under Management

$4,501,949,934

CA Average: $7,578,581,321
Total Number of Employees

953

CA Average: 43
Total Number of Accounts

9,055

CA Average: 3,727
Average Account Size

$497,178

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Nicholas Aschmoneit Work History

2020 - Present (4 years)

Wedbush Securities Inc

2019 - 2020 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2019 - 2020 (1 year)

Bank Of America, N.A

2018 - 2018 (< 1 year)

Bank Of America

2017 - 2019 (2 years)

San Diego State University

2013 - 2018 (5 years)

Vg Donut & Bakery

Disclosures

Please visit the SEC profile of Nicholas Aschmoneit 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 Wedbush Securities Inc

Antoni Lucas
Los Angeles, CA
Anthony Dupre
Los Angeles, CA
John Bruno
San Francisco, CA
Cole Petersen
Denver, CO
Max Seeget
Los Angeles, CA
Adam Willis
Lake Oswego, OR
Seungnam Lee
Los Angeles, CA
Jonathan Ortiz
Los Angeles, 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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