Chief Compliance Officer, Chief Investment Officer · The Private Investment Group, Inc.
Nicholas D. Schubeler
CRD 5453641 · Named on Form ADV at one SEC-registered adviser
At a glance
The Private Investment Group, Inc., an SEC-registered wealth manager based in Kettering, OH with $179 million in regulatory assets, lists Nicholas D. Schubeler on its Form ADV as Chief Compliance Officer, Chief Investment Officer, a control person.
Firms and roles
- The Private Investment Group, Inc.Chief Compliance Officer, Chief Investment OfficerWealth manager · Kettering, OH · $179M 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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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Alfredo A. SandovalPresident, The Private Investment Group, Inc.
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.