Nicholas Simonian has been an investment adviser representative at Concentrum Wealth Management since September 2023, and is not listed among the firm’s executive officers or direct owners.
Concentrum Wealth Management, Inc. is a San Jose, CA firm with $987M under management, 420 clients and 5 advisers across 3 offices, as of its March 2026 filing.
- Concentrum Wealth ManagementCurrent– present · 3 yearsSan Jose, CA · Adviser representative · Firm CRD 167151
Investment adviser representative registrations
Nicholas Simonian is registered as an investment adviser representative in California, since September 2023.
- CaliforniaSince 13 September 2023
Examinations
No examinations are on Nicholas Simonian’s record.
- Full name
- Nicholas Soutar Simonian
- CRD
- 7422490
- Firm
- Concentrum Wealth Management · CRD 167151
- Office
- 353 PIERCY ROAD, San Jose, CA 95138
- Registration
- Investment adviser registration
- In the industry since
- September 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Nicholas Simonian work?
Nicholas Simonian is an investment adviser representative registered through Concentrum Wealth Management, Inc. since September 2023, and is not listed among the firm’s executive officers or direct owners.
Is Nicholas Simonian a financial advisor?
Yes. Nicholas Simonian has a current investment-adviser registration in California, through Concentrum Wealth Management since September 2023.
How many years of experience does Nicholas Simonian have?
Nicholas Simonian has 3 years in the financial industry, since September 2023, across 1 adviser firm.
Where is Nicholas Simonian based?
Nicholas Simonian’s registered office is in San Jose, CA.
Is Nicholas Simonian registered with FINRA?
No. Nicholas Simonian has no current broker registration.
How can I verify Nicholas Simonian’s record?
Search CRD 7422490 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nicholas Simonian’s full registration record.
- Jonathan KastingChief Compliance Officer
Jeffery FongManaging Member
Jay FongManaging Member