Nicholas
Tilson
Sigfig Wealth Management LLC
Answer a few questions and
get matched with 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
Services Offered
Fee Structure
Office Location
Find an advisor who will work directly with you
SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.
Sigfig Wealth Management LLC Brokerage Details
$2,797,084,452
131
86,205
$32,447
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Nicholas Tilson Work History
Sigfig Wealth Management LLC
Mml Investors Services, LLC
Tri-Ad Capital Management
Cetera Advisor Networks LLC
Cetera Advisors LLC
Cetera Financial Specialists LLC
Cetera Investment Services LLC
First Allied Securities, Inc
J.P. Morgan Securities LLC
Bbi Logistics
Jpmorgan Distribution Services, Inc
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
San Francisco, CA
Tigard, OR
San Francisco, CA
Bala Cynwyd, PA
San Francisco, CA
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.
