Nicholas
Tilson

Sigfig Wealth Management LLC

CRD#6181056
Investment Advisor
in San Francisco, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Nicholas Tilson is a financial advisor based in San Francisco, California, working with Sigfig Wealth Management LLC. Nicholas has previously held positions at Nationwide Investment Services Corporation, Jpmorgan Distribution Services, Inc, J.P. Morgan Securities LLC, Bbi Logistics, Cetera Advisor Networks LLC, Cetera Advisors LLC, Cetera Financial Specialists LLC, Cetera Investment Services LLC, First Allied Securities, Inc, Tri-Ad Capital Management, Mml Investors Services, LLC, and Sigfig Wealth Management LLC. Nicholas has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Ohio. Currently, Nicholas is part of Sigfig Wealth Management LLC, which operates out of San Francisco, California. The firm has 1 office and 131 employees. The firm manages assets totaling $2.8 billion and offers portfolio management services for individuals and small businesses. The fee structure at Sigfig Wealth Management LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

2443 Fillmore Street Suite 380-1512
San Francisco, CA 94115

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Sigfig Wealth Management LLC Brokerage Details

Total Assets Under Management

$2,797,084,452

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

131

CA Average: 43
Total Number of Accounts

86,205

CA Average: 3,727
Average Account Size

$32,447

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Nicholas Tilson Work History

2024 - Present (0 year)

Mml Investors Services, LLC

2024 - Present (0 year)

Sigfig Wealth Management LLC

2023 - Present (1 year)

Tri-Ad Capital Management

2022 - 2023 (1 year)

Cetera Advisor Networks LLC

2022 - 2023 (1 year)

Cetera Advisors LLC

2022 - 2023 (1 year)

Cetera Financial Specialists LLC

2022 - 2023 (1 year)

Cetera Investment Services LLC

2022 - 2022 (< 1 year)

First Allied Securities, Inc

2020 - 2022 (2 years)

J.P. Morgan Securities LLC

2020 - 2020 (< 1 year)

Bbi Logistics

2016 - 2020 (4 years)

Jpmorgan Distribution Services, Inc

2013 - 2016 (3 years)

Nationwide Investment Services Corporation

Disclosures

Please visit the SEC profile of Nicholas Tilson 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 Sigfig Wealth Management LLC

Andrew Vanlaningham
Tigard, OR
Nicholas Tilson
San Francisco, CA
Aaron Gubin
San Francisco, CA
Terry Banet
Bala Cynwyd, PA
Byung Kim
San Francisco, CA
Steven Mattus
San Francisco, 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started