Nectarine

RIASEC RegisteredEst. 2023
Total AUM
Avg account
$0
Accounts
0
Employees
29
Advisory reps
31

Firm details

Headquarters
San Diego, California
CRD number
327155
Registered since
August 21, 2023
Fee structure
Fixed Fees
Services
Financial PlanningSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Nectarine is an independent registered investment adviser that serves individuals and families. It is structured as a corporation owned by an individual and is registered with the SEC as of 2023. The firm positions itself as a capital allocator and emphasizes manager selection alongside financial planning and client education. Advisory services explicitly include financial planning, selecting other advisers or managers on clients’ behalf, and running educational seminars or workshops. Nectarine charges clients via fixed fees rather than percentage-of-assets billing. It operates across multiple states and is not classified as a newly formed adviser. The firm is not identified as an active ESG investor and does not act as a pension consultant or as a related adviser to another firm.

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Arik Peterson

    Arik Peterson

    Founder & CEOCRD 4356241

  • Melody Brady

    Melody Brady

    CFOCRD 5917151

Contacts

3 of 29
  • Madison Sharick

    Madison Sharick

    FounderCRD 6432194

  • Thomas Modec

    Thomas Modec

    Financial PlannerCRD 6817384

  • John O'callaghan

    John O'callaghan

    OwnerCRD 7723884

Unlock 26 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

San Diego, CA

San Diego

Location

San Diego, CA

Headquartered in San Diego, CA, in the West of the United States.

Region
West
County
San Diego
Address
1650 Garnet Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth