Nicholas Faison Safrit

Employer firm

Westhill Financial Advisors, Inc. CRD 152506

$789M regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → 03/2020
  Fidelity Brokerage Services Llc
  Larkspur, CA
• 07/2018 → 03/2020
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2020 → Present
  Westhill Financial Advisors, Inc.
  San Rafael, CA

Previous Registrations

• 2018-07-13 → 2020-03-12
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2014-09-16 → 2018-07-13
  Strategic Advisers Llc
  Larkspur, CA
• 2010-06-21 → 2014-09-08
  Fintrust Investment Advisory Services, Llc
  Greenville, SC
• 2005-05-18 → 2010-06-28
  Charles Schwab & Co., Inc.
  Mt. Pleasant, SC
  Corte Madera, CA
  San Francisco, CA
  Corte Madera, CA
• 2005-03-08 → 2005-04-12
  Osaic Fa, Inc.
  Chevy Chase, MD

Exams

• S66 Uniform Combined State Law Examination
  2005-01-21

Designations

• Certified Financial Planner

Other Names

• Nico Safrit