Nectarine
Firm details
- Headquarters
- San Diego, California
- CRD number
- 327155
- Registered since
- August 21, 2023
- Website
- hellonectarine.com
- Fee structure
- Fixed Fees
- Services
- Financial PlanningSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Arik Peterson
Founder & CEOCRD 4356241

Melody Brady
CFOCRD 5917151
Contacts
3 of 29
Madison Sharick
FounderCRD 6432194

Thomas Modec
Financial PlannerCRD 6817384

John O'callaghan
OwnerCRD 7723884
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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