Chief Investment Strategist · Global Strategic Nextgen Ocio
Nicholas G. Botticelli
CRD 6336807 · Named on Form ADV at one SEC-registered adviser
At a glance
Global Strategic Nextgen Ocio, an SEC-registered wealth manager based in Scottsdale, AZ with $1.6 billion in regulatory assets, lists Nicholas G. Botticelli on its Form ADV as Chief Investment Strategist, a control person.
Firms and roles
- Global Strategic Nextgen OcioChief Investment StrategistWealth manager · Scottsdale, AZ · $1.6B in regulatory assets
AtlasMembers
Nicholas’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Curt R. ThompsonManaging Partner, Global Strategic Nextgen Ocio
- Matthew K. UnderwoodChief Compliance Officer, Global Strategic Nextgen Ocio
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Nicholas’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.