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ND

Nicholas V. Deans

FORT POINT CAPITAL PARTNERS LLC
Naples, FL 34102
Some features on this profile are disabled
CRD#: 4585391
ND

Professional summary

Nicholas Vincent Deans, who also goes by Nikolas Deans, Nicholas Deans, is a registered financial advisor currently at FORT POINT CAPITAL PARTNERS LLC located in Naples, Florida.

Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Nicholas has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Nikolas Deans | Nicholas Deans

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas Vincent Deans's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 28, 2012 - Present

FORT POINT CAPITAL PARTNERS LLC

Office #1: 990 1st Ave South, Suite 203, Naples, FL 34102
RIA
CRD#: 146759
Naples, FL
Past

September 14, 2022 - August 8, 2025

FINALIS SECURITIES LLC

BD
CRD#: 305908
NEW YORK, NY
Past

September 13, 2021 - January 27, 2022

GROWTH CAPITAL SERVICES, INC.

BD
CRD#: 124658
CLAYMONT, DE
Past

October 24, 2016 - September 7, 2021

BRITEHORN SECURITIES

BD
CRD#: 36402
Naples, FL
Past

July 31, 2012 - December 31, 2014

GORDIAN INVESTMENTS, LLC

BD
CRD#: 158611
OREGON HOUSE, CA
Past

June 9, 2011 - December 19, 2011

DELPHOS MMJ L.P.

BD
CRD#: 137389
NEW YORK, NY
Past

October 22, 2002 - February 1, 2006

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FP
FORT POINT CAPITAL PARTNERS LLC
FORT POINT CAPITAL PARTNERS LLC

CRD#: 146759 / SEC#: 801-69650

RIA
Registered Investment Advisory firm - (10/24/2008 Approved)
California
Registered Investment Advisory firm - (10/28/2008 Terminated)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(6/28/2012)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/1/2012
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 6/13/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/8/2011
General Securities Representative Examination

Current Firm

FP
FORT POINT CAPITAL PARTNERS LLC
FORT POINT CAPITAL PARTNERS LLC

CRD#: 146759 / SEC#: 801-69650

RIA
Registered Investment Advisory firm - (10/24/2008 Approved)
California
Registered Investment Advisory firm - (10/28/2008 Terminated)
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Contact information

Main Address
275 Sacramento Street 8th Floor, San Francisco, CA 94111
Mailing Address
Phone number
(415) 449-0570
Established
Firm type
Fiscal year end
# of Employees
28

SEC notice filing (19 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORT POINT ADV PART 2A BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts1,413
AUM (Assets Under Management)$ 2,002,678,000

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/24/2025
Cover Page
Report
11/20/2024
Cover Page
Report
04/26/2024
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FORT POINT CAPITAL PARTNERS LLC

CRD#: 146759Naples, FL 34102

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