Nicholas
Fedrow
West Coast Financial, LLC
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About this Advisor
Nicholas Fedrow is a financial advisor who works out of Avila Beach, California with a total of 4 years of relevant experience. Fedrow currently works for West Coast Financial, LLC. During their career, the advisor has held roles at Edward Jones, Dorn'S Original Breakers Cafe, Mindbody, Inc, Aaa Autoclub Of Southern California, Escondido Union School District, Jpmorgan Chase Bank, N.A, J.P. Morgan Securities LLC and West Coast Financial LLC. Fedrow has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in California. West Coast Financial, LLC is an advisory business that has its headquarters in Santa Barbara, CA. The investment advisory business has offices in three locations and a total of 39 financial advisors. It administers $2 billion in assets under management across its 1,927 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. Of its 1,927 customer accounts, 48% are associated with high-net-worth clients who have more than $1 million in investable assets. The firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and pension consulting services. Financial advisory fees usually depend on the services provided. However, fee types billed by West Coast Financial, LLC most likely consist of any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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West Coast Financial, LLC Brokerage Details
$1,515,060,044
39
1,927
$786,227
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
Nicholas Fedrow Work History
Nicholas has been registered as a financial advisor for 4 years.*
West Coast Financial LLC
Jpmorgan Chase Bank, N.A
J.P. Morgan Securities LLC
Edward Jones
Dorn'S Original Breakers Cafe
Mindbody, Inc
Aaa Autoclub Of Southern California
Escondido Union School District
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Nicholas Fedrow 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 West Coast Financial, LLC
Santa Barbara, CA
Santa Barbara, CA
Santa Barbara, CA
Santa Barbara, CA
Santa Barbara, CA
Santa Barbara, CA
Santa Barbara, CA
Santa Barbara, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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