Nils
Bierkamp

Fidelity Institutional Wealth Adviser LLC

CRD#6581893
Investment Advisor
in Ladera Ranch, CA

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About this Advisor

Nils Bierkamp is a financial advisor based in Ladera Ranch, California, working with Fidelity Institutional Wealth Adviser LLC. Nils has previously worked at Wells Fargo Advisors, LLC, Robert Half Financial Services, Wells Fargo Clearing Services, LLC, and Fidelity Investments. Nils has passed the Series 66 regulatory exam and is registered to provide services in California, Rhode Island, and Texas. Currently, Nils is part of Fidelity Institutional Wealth Adviser LLC, which has 10 offices and 194 employees. The firm manages assets totaling $6.5 billion and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at Fidelity Institutional Wealth Adviser LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Ladera Ranch, CA

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Fidelity Institutional Wealth Adviser LLC Brokerage Details

Total Assets Under Management

$6,468,261,663

CA Average: $16,012,751,954
Total Number of Employees

194

CA Average: 118
Total Number of Accounts

829

CA Average: 4,567
Average Account Size

$7,802,487

CA Average: $3,506,186

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Nils Bierkamp Work History

2017 - Present (8 years)

Fidelity Investments

2016 - 2016 (< 1 year)

Wells Fargo Advisors, LLC

2016 - 2017 (1 year)

Wells Fargo Clearing Services, LLC

2015 - 2016 (1 year)

Robert Half Financial Services

2015 - 2015 (< 1 year)

None

Disclosures

Please visit the SEC profile of Nils Bierkamp 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 Fidelity Institutional Wealth Adviser LLC

Nathaniel Chang
Norwalk, CA
Alison Green
Westfield, MA
Kevin Downing
Boston, MA
Michael Scarsciotti
Wrentham, MA
Alexander Harrington
Brookline, MA
Nils Bierkamp
Ladera Ranch, CA
Charles Collier
Boston, MA
Dana Holmes
Smithfield, RI

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