Nicholas Thomas Fontaine
Investment adviser representative at Cache Advisors LLC
11 yearsExperience
8 statesRegistered in
$962.1MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Cache Advisors LLCJul 2026 to now
- Cache SecuritiesJul 2026 to now
- Dimensional Fund AdvisorsMar 2022 to Jul 2026
- Morgan StanleyJun 2020 to Feb 2022
- Washington TrustJun 2019 to Aug 2019
- Taylor Rental True ValueJun 2018 to Aug 2018
- Wellesley RecreationJun 2016 to Aug 2017
- Marist CollegeAug 2015 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 8 states (CA, DC, FL, GA, MO, OR, TX, WA).
Cache Advisors LLC
$962.1MAssets managed
7Clients
7Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7263828
- Firm CRD
- 323063