Nicholas
King
Fort Point Capital Partners LLC
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About this Advisor
Nicholas King is a financial advisor based out of New York, New York with a total of 2 years of relevant experience. King is an advisor for Fort Point Capital Partners LLC. Throughout their career, King has worked at Carnegie Hall, New York Philharmonic, The Riverside Company, Art Of Giving Back, Sanford C. Bernstein & Co., LLC, Oberlin Conservatory, The Juilliard School and Fort Point Capital Partners LLC. King maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in Florida, New Jersey and New York. Fort Point Capital Partners LLC is a firm that has its headquarters in San Francisco, CA. The investment advisory business has a total of 21 employees. It handles $1 billion in total assets between its 1,111 accounts, making it one of the bigger financial advisory firms in the nation by assets under management. Of its 1,111 accounts, 80% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Fort Point Capital Partners LLC performs a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and selection of other advisers. Fees charged by financial advisors depend on which services the firm provides the client. However, fee types billed by Fort Point Capital Partners LLC may include asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fort Point Capital Partners LLC Brokerage Details
$1,157,459,412
21
1,111
$1,041,818
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Nicholas King Work History
Nicholas has been registered as a financial advisor for 2 years.*
Fort Point Capital Partners LLC
Sanford C. Bernstein & Co., LLC
The Riverside Company
Carnegie Hall
New York Philharmonic
The Juilliard School
Oberlin Conservatory
Art Of Giving Back
*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 King 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 Fort Point Capital Partners LLC
San Francisco, CA
New York, NY
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
Narberth, PA
Naples, FL
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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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.
