Nicholas Heidemann (CRD# 7563477) is an Investment Advisor Representative working at Morgan Stanley in El Segundo, CA and has 1 year of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Morgan Stanley | El Segundo, CA | Jun 2022 - Current | 2 |
Brigham Young University - Marriott School Of Business | Provo, UT | Feb 2021 - May 2022 | 1 |
Brigham Young University | Provo, UT | Aug 2019 - May 2022 | 2 |
Crewe Advisors | Salt Lake City, UT | May 2021 - Jul 2021 | < 1 |
Ashley Manor/auburn Crest Home Health & Hospice | Meridian, ID | Jun 2020 - Aug 2020 | < 1 |
The Church Of Jesus Christ Of Latter-day Saints | Milan, | Jun 2017 - Jun 2019 | 2 |
Brigham Young University | Provo, UT | Jun 2016 - May 2017 | < 1 |
Eagle High School | Eagle, ID | Aug 2012 - May 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Apr 2023 |
- CA
- TX
-
Total Assets Under Management1,402,426MILLIONS
-
Total Number of Accounts2,405,783ACCOUNTS
-
Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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