Nectarine Financial, Inc.
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ADV data as of Jul 24, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 3,210
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 30
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2,601 | $0 | — |
| High net worth individuals | 609 | $0 | — |
People (32)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Shane Michael Sideris | Co Founder, Cco, Member | CFA | Jun 2023 (3y) | 25% – 50% |
| Schneider, Jeremy, Bryan | Member | Jun 2023 (3y) | 50% – 75% | |
| Ton, Vivi, Nu | Member | Jun 2023 (3y) | 10% – 25% | |
| Carla Taylor Adams | Registered representative | CFP | Apr 2024 (2y) | |
| Thomas Jack Modec | Registered representative | Apr 2024 (2y) | ||
| Nicholas Troubetzkoy Booth | Registered representative | CFP | Apr 2024 (2y) | |
| Sara Marianne Richart Young | Registered representative | CFP | Apr 2024 (2y) | |
| John Michael O'callaghan | Registered representative | CFP | Apr 2024 (2y) | |
| Vinee Taneja Mehta | Registered representative | CFP | Apr 2024 (2y) | |
| Kelly Lavieri Palmer | Registered representative | CFA | Apr 2024 (2y) | |
| Michelle Williams Onaka | Registered representative | Apr 2024 (2y) | ||
| Philip Burdette Francois | Registered representative | CFP | Apr 2024 (2y) | |
| Adam Nicholas Coleman | Registered representative | Apr 2024 (2y) | ||
| Christopher George Reddick | Registered representative | CFP | Apr 2024 (2y) | |
| Sara Jean Zuckerman | Registered representative | CFP | Apr 2024 (2y) | |
| Madison Nestor Sharick | Registered representative | CFP CFA | Apr 2024 (2y) | |
| Max Chase Pashman | Registered representative | CFP | Apr 2024 (2y) | |
| Cristina Perez | Registered representative | CFP | Apr 2024 (2y) | |
| Heather Nicole Comella | Registered representative | CFP | Jan 2025 (2y) | |
| Mark Christopher Toreja Reyes | Registered representative | CFP | Jan 2025 (2y) | |
| Melody Brady | Registered representative | CFP | Jan 2025 (2y) | |
| Devin Patrick Watts | Registered representative | CFP | Jan 2025 (2y) | |
| Lillian Hope Turner | Registered representative | CFP | Jan 2025 (2y) | |
| Arik Kermit Peterson | Registered representative | CFP | Jan 2025 (2y) | |
| Derek Todd Merkler | Registered representative | CFP | Apr 2025 (1y) | |
| James Chigungu Mwombela | Registered representative | CFP | Jul 2025 (1y) | |
| Darci Colleen Zaunmiller | Registered representative | CFP | Jan 2026 (1y) | |
| Kathleen Brittany Boyd | Registered representative | CFP | Jan 2026 (1y) | |
| Linda Nmn Grizely | Registered representative | CFP | Jan 2026 (1y) | |
| Diana Wang Louie | Registered representative | Mar 2026 (0y) | ||
| David Scott Barta | Registered representative | CFP CFA | Mar 2026 (0y) | |
| Nicholas Gregory Kyburz | Registered representative | Mar 2026 (0y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/12/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Fixed fees
Services
- • Financial planning services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 24, 2026.
View current Form ADV (SEC/IAPD) ↗