Nicholas James Beauvais
Investment adviser representative at Assetmark, Inc.
10 yearsExperience
1 stateRegistered in
$91.8BFirm assets
27 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Assetmark, Inc.Dec 2024 to now
- Assetmark Brokerage, LLCDec 2024 to now
- Assetmark Financial Holdings, Inc.Dec 2024 to now
- Osaic Wealth, Inc.Sep 2023 to Nov 2024
- Advisor GroupJan 2021 to Nov 2024
- US BankJun 2016 to Nov 2020
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Assetmark, Inc.
$91.8BAssets managed
456,452Clients
217Advisers
27 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
- 7330270
- Firm CRD
- 109018