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Nicole Anne Tanenbaum

Chequers Financial Management LLC

San Francisco, CA

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Current Employers
Chequers Financial Management Llc

434 Jackson Street Suite A, San Francisco, CA 94111 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-07-07
  • CA RA
    APPROVED
    Since 2025-07-07

Branch Locations

434 Jackson Street Suite A, San Francisco, CA 94111 • 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
Chequers Financial Management Llc San Francisco CA 04/2017 Present
Robertson Stephens Advisors, Llc San Francisco CA 05/2015 04/2017
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-08-11
  • S65 Uniform Investment Adviser Law Examination
    2017-08-11

View on SEC IAPD

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