NIGHTINGALE, JERRY
Legal name: NIGHTINGALE FINANCIAL ADVISORY
CRD #137496 SEC #801-66807 PALO ALTO, CA 650-843-0760
SEC Registered
Total AUM
$24.6M
Discretionary
$23.9M
Employees
1
Clients
1
Accounts
115
Firm Details
- Organization Type
- Sole Proprietorship
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 21, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| NIGHTINGALE, JERRY | I | SOLE PROPRIETOR/CHIEF COMPLIANCE OFFICER | E | Control |
| NIGHTINGALE, JERRY | I | SOLE PROPRIETOR/CHIEF COMPLIANCE OFFICER | E | Control |
| NIGHTINGALE, JERRY | I | SOLE PROPRIETOR/CHIEF COMPLIANCE OFFICER | E | Control |
| NIGHTINGALE, JERRY | I | SOLE PROPRIETOR/CHIEF COMPLIANCE OFFICER | E | Control |
| NIGHTINGALE, JERRY | I | SOLE PROPRIETOR/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jun 21, 2012 REGISTERED
Notice Filings (1)
CA
Address
2600 EL CAMINO REAL, SUITE 220PALO ALTO, CA 94306
United States
Phone: 650-843-0760