Nicholas Soutar Simonian

Employer firm

Concentrum Wealth Management CRD 167151

$987M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 08/2013 → 05/2021
  University Of Illinois Chicago
  Chicago, IL
• 08/2020 → 10/2020
  The Mclean Group
  Mclean, VA
• 01/2021 → 06/2021
  Shea Labagh Dobberstein
  San Francisco, CA
• 08/2021 → Present
  Concentrum Wealth Management
  San Jose, CA

Designations

• Certified Financial Planner