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Nicholas Riley Wagstaff

Iconiq Capital, LLC

San Francisco, CA

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Current Employers
Iconiq Capital, Llc

50 Beale St. Ste 2300, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-07
  • CA RA
    APPROVED
    Since 2025-01-07

Branch Locations

50 Beale St. Ste 2300, San Francisco, CA 94105 • 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
Xio Group Provo UT 09/2016 12/2016
Brigham Young University Provo UT 01/2017 04/2017
Ubs Investment Bank San Francisco CA 06/2017 08/2017
Brigham Young University Provo UT 08/2017 04/2018
Unemployed Chandler AZ 05/2017 06/2017
Iconiq Capital Llc San Francisco CA 07/2018 Present
Unemployed Provo UT 05/2018 05/2018
Unemployed Chandler AZ 06/2018 07/2018
  • 09/2016 → 12/2016
    Xio Group
    Provo, UT
  • 01/2017 → 04/2017
    Brigham Young University
    Provo, UT
  • 06/2017 → 08/2017
    Ubs Investment Bank
    San Francisco, CA
  • 08/2017 → 04/2018
    Brigham Young University
    Provo, UT
  • 05/2017 → 06/2017
    Unemployed
    Chandler, AZ
  • 07/2018 → Present
    Iconiq Capital Llc
    San Francisco, CA
  • 05/2018 → 05/2018
    Unemployed
    Provo, UT
  • 06/2018 → 07/2018
    Unemployed
    Chandler, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-11-14
  • S65 Uniform Investment Adviser Law Examination
    2018-11-14
Other Names
  • Nicholas Wagstaff

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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