Nicholas R Mccambridge

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• 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

• 09/2022 → 07/2023
  Equitable Advisors, Llc
  San Francisco, CA
• 06/2022 → 09/2022
  Unemployed
  Danville, CA
• 06/2018 → 08/2020
  Bay Area Warehouse
  Oakland, CA
• 06/2020 → 08/2020
  Ridum Consulting
  Pleasonton, CA
• 06/2019 → 10/2019
  Bridges Restaurant
  Danville, CA
• 06/2016 → 09/2018
  Crow Canyon Country Club
  Danville, CA
• 09/2018 → 06/2022
  University Of Oregon
  Eugene, OR
• 08/2014 → 08/2018
  San Ramon Valley High School
  Danville, CA
• 10/2023 → Present
  Morgan Stanley
  San Francisco, CA
• 07/2023 → 10/2023
  Unemployed
  Danville, CA

Previous Registrations

• 2023-03-20 → 2023-07-17
  Equitable Advisors, Llc
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2023-03-17
• S63 Uniform Securities Agent State Law Examination
  2022-11-21

Other Names

• Nicholas Mccambridge
• Nic Mccambridge
• Nicholas Robert Mccambridge