Nicholas James Savage
Investment Adviser Representative at Assetmark, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Nicholas James Savage is an investment adviser representative with Assetmark, Inc. in Costa Mesa, CA, where they have been registered since 2025. They have worked in the securities industry since 2020 and were previously registered with SEI Investments Management Corp. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in California.
Registrations & licenses
- Investment adviser:
- California
- Broker:
6 states and territories
California, Iowa, Minnesota, North Dakota, South Dakota, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Domino'sDec 2016 – May 2019Columbia, MO
- University of MissouriFeb 2018 – Apr 2018Columbia, MO
- Pickleman'sMay 2015 – Nov 2016Columbia, MO
- University of MissouriAug 2014 – May 2019Columbia, MO
- SEIAug 2019 – Jun 2021Oaks, PA
- SEIJun 2021 – Aug 2024Oaks, PA
- AssetMark Financial Holdings, IncJan 2025 – no end date reportedCosta Mesa, CA
- AssetMark Brokerage, LLCFeb 2025 – no end date reportedCosta Mesa, CA
- UnemployedAug 2024 – Jan 2025Costa Mesa, CA
Official records & sources
Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Assetmark, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Marketing Advantage subscription service providing marketing tools and services for financial advisors, offered in partnership with FMG Suite
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 221
- Offices listed on AdvisorFinder:
- 5
- Main office:
- Concord, CA
- SEC file number:
- 801-56323
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 14, 2026
View full firm profileOther advisors at Assetmark, Inc.
Showing 12 of 221 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Nicholas James Savage has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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