Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

AdvisorLive

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's AdvisorLive helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

ND

Nicholas Vincent Deans

FORT POINT CAPITAL PARTNERS

Naples, FL

·CRD# 4585391·18 years experience

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 and GRAY OAK CAPITAL, LLC located in Greenwich, Connecticut. Nicholas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Nicholas has worked at 8 firms and has passed the Series 66, Series 63, SIE and Series 7...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Nikolas Deans, Nicholas Deans

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

Similar Advisors

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#

Blake Feldmann

INTEGRATED ADVISORS NETWORK LLC

Naples, FL · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#

Blake Feldmann

INTEGRATED ADVISORS NETWORK LLC

Naples, FL · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#

Blake Feldmann

INTEGRATED ADVISORS NETWORK LLC

Naples, FL · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#

Blake Feldmann

INTEGRATED ADVISORS NETWORK LLC

Naples, FL · CRD#

Years of Experience

18 years in the financial services industry

Current & Past Employments

FORT POINT CAPITAL PARTNERS LLC·CRD# 146759

RIA

1. 990 1st Ave South, Suite 203, Naples, FL 341022. Naples, FL

June 28, 2012 - Present

GRAY OAK CAPITAL, LLC·CRD# 290056

BD

55 Old Field Point Road, Greenwich, CT 06830

August 30, 2026 - Present

FINALIS SECURITIES LLC·CRD# 305908

BD

New York, NY

September 14, 2022 - August 8, 2025

GROWTH CAPITAL SERVICES, INC.·CRD# 124658

BD

Claymont, DE

September 13, 2021 - January 27, 2022

BRITEHORN SECURITIES·CRD# 36402

BD

Naples, FL

October 24, 2016 - September 7, 2021

GORDIAN INVESTMENTS, LLC·CRD# 158611

BD

Oregon House, CA

July 31, 2012 - December 31, 2014

DELPHOS MMJ L.P.·CRD# 137389

BD

New York, NY

June 9, 2011 - December 19, 2011

LEHMAN BROTHERS INC.·CRD# 7506

BD

New York, NY

October 22, 2002 - February 1, 2006

Similar Advisors

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#

Blake Feldmann

INTEGRATED ADVISORS NETWORK LLC

Naples, FL · CRD#

Current Firm

FP

FORT POINT CAPITAL PARTNERS LLC

FORT POINT CAPITAL PARTNERS LLC

CRD#: 146759 / SEC#: 801-69650

RIA

Registered Investment Advisory firm - SEC (10/24/2008 Approved)

California

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

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

275 Sacramento Street 8th Floor, San Francisco, CA 94111

Phone Number

(415) 449-0570

# of Employees

32

SEC notice filing (19 States and Territories)

Registered to provide investment advisory services in 19 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORT POINT ADV PART 2A BROCHURE (3/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,918

AUM (Assets Under Management)

$2,894,516,636

Accountant Surprise Examination Report

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

Similar Advisors

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#

Blake Feldmann

INTEGRATED ADVISORS NETWORK LLC

Naples, FL · CRD#

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.

1- Pakala Jane Management, LLC, investment-related, 463 Rudder Rd, Naples, FL, 34102, Pakala Jane Management, LLC is the Managing Member of Pakala Jane Partners, LLC, Pakala Jane Partners 2, LLC, and Pakala Jane Partners 3, LLC. All 3 vehicles are SPVs in Jane Technologies, Inc, Managing Member, July 12 2019; 5, Managing Investments. 2- Florida Wellness LLC, investment-related, 463 Rudder Rd, Naples, FL, 34102, Management of a SPV into San Felasco Nurseries, LLC, Managing Member, August 1 2016; 1, Management of Investment. 3- Zenk Holdings, LLC, Investment related, 463 Rudder Rd, Naples, FL, 34102, Investment Holding Company. Various VC and Private Equity investments for family, Managing Member, September 5 2016; 4, Managing holdings. 4- Jane Technologies, Inc, not investment-related, 1347 Pacific Ave, 201, Santa Cruz, CA. E-commerce software company, Board of Directors, July 12 2019; 5, Board of Director duties. Meeting once a quarter. 5- Luxury Outdoors USA Inc., President. Distribution business for Renson products. 1906 Manchester Cir, Naples FL 34109. March, 1, 2026. 2 hours/week 6- NightHawk Capital LLC; dormant LLC used for advisory business; investment related; 463 Rudder Rd, Naples, FL, 34102; managing member. 7- Fort Point Capital Partners, LLC; advisory business related to financial planning; investment related; 463 Rudder Rd, Naples, FL, 34102; investment advisory representative.

Similar Advisors

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#

Blake Feldmann

INTEGRATED ADVISORS NETWORK LLC

Naples, FL · CRD#

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 - SEC (10/24/2008 Approved)

California

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

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Connecticut
(8/30/2026)

IAR

Florida
(6/28/2012)

RR

Florida
(8/30/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jun 2012About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 2011About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jun 2011About the Series 7 exam

FINRA

SRO Registrations

Similar Advisors

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#

Blake Feldmann

INTEGRATED ADVISORS NETWORK LLC

Naples, FL · CRD#

CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

Similar Advisors

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#

Blake Feldmann

INTEGRATED ADVISORS NETWORK LLC

Naples, FL · CRD#

ND

Follow Nicholas

Get alerted to job moves, licensing changes, and new disclosures

Free — no card required