Nick Fameree (CRD# 7694497) is an Investment Advisor Representative working at Curi Rmb Capital, LLC in Washington, DC and has 1 year of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 6051995
Yeske Buie Inc.
CRD# 2497493
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rmb Capital | Washington D.c, DC | Mar 2022 - Current | 2 |
| Financial Planning And Information Services, Inc. | De Pere, WI | Aug 2020 - Mar 2022 | 1 |
| United States Marine Corps | Great Lakes, IL | Mar 2016 - Mar 2022 | 6 |
| Full Time Education | Black Creek, WI | Feb 2013 - Aug 2020 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2023 |
- DC
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Total Assets Under Management8,484MILLIONS
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Total Number of Accounts15,723ACCOUNTS
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Average Account Value$539,595
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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