Nicholas
Safrit
Westhill Financial Advisors, Inc
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About this Advisor
Nicholas Safrit is a financial advisor based in San Rafael, California, working with Westhill Financial Advisors, Inc. Nicholas has previously held positions at Elliott Davis Investment Advisory Services, LLC, Elliott Davis Brokerage Services, LLC, Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Taddei, Ludwig & Associates, Inc. Nicholas has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Nicholas is part of Westhill Financial Advisors, Inc, which operates out of San Rafael, California. The firm has 12 offices and 13 employees. The firm manages assets totaling $588.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and educational seminars. The fee structure at Westhill Financial Advisors, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Westhill Financial Advisors, Inc Brokerage Details
$588,764,517
13
1,165
$505,377
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Nicholas Safrit Work History
Taddei, Ludwig & Associates, Inc
Fidelity Brokerage Services LLC
Fidelity Personal And Workplace Advisors
Ellliott Davis Investment Advsory Services, LLC
Elliott Davis Brokerage Services, LLC
Disclosures
Please visit the SEC profile of Nicholas Safrit 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 Westhill Financial Advisors, Inc
San Rafael, CA
San Rafael, CA
San Rafael, CA
San Rafael, CA
San Rafael, CA
San Rafael, CA
San Rafael, CA
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