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Nicholas C Fullerton

Fullerton Advisors, LLC

Alamo, CA

CRD 2515415

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Employer firm

Fullerton Advisors, LLC CRD 148880

$120M regulatory AUM 3 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Fullerton Advisors, Llc

318 Diablo Road Suite 260, Danville, CA 94526 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-04-10
  • CA RA
    APPROVED
    Since 2025-04-10

Branch Locations

121 Dean Road, Alamo, CA 94507 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fullerton Advisors, Llc San Ramon CA 09/2008 Present
Designations
  • Certified Financial Planner
Other Names
  • Nick Fullerton
  • Nicholas Charles Fullerton

View on SEC IAPD

Nearby Firms

PHILOSOPHY CAPITAL MANAGEMENT LLC
LODESTAR PRIVATE ASSET MANAGEMENT LLC
LPL FINANCIAL LLC

Nearby Investors

ANTHONY JOHN JURADO
JOSEPH WEBSTER HARRISON
JASON RILEY MCCOY

Nearby Offices

PHILOSOPHY CAPITAL MANAGEMENT LLC · ALAMO, CA
LODESTAR PRIVATE ASSET MANAGEMENT LLC · ALAMO, CA
LPL FINANCIAL LLC · ALAMO, CA

More in Alamo, CA

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