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Nicholas A Guido

CHICAGO PARTNERS INVESTMENT GROUP LLC·CHICAGO, Illinois
Series 7, Series 65CFPClean record12 years registeredCHICAGO PARTNERS INVESTMENT GROUP LLC
1 NORTH WACKER DRIVE, CHICAGO, IL 60606CRD# 5547813Firm CRD# 147662

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nicholas A Guido · CHICAGO, IL
Registration
CRD #5547813 · CHICAGO PARTNERS INVESTMENT GROUP LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

Jun 2014Dec 2021
CHICAGO, IL
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 65
Registration record
First registered · June 18, 2014
Years registered · 12
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CHICAGO PARTNERS INVESTMENT GROUP LLC
CRD 147662 · SEC 801-69500
AUM
$4.6B
Regulatory assets under management
Employees
45
6,933 client accounts
Services offered by CHICAGO PARTNERS INVESTMENT GROUP LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Nicholas A Guido offer?
Nicholas A Guido specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.
What are Nicholas A Guido's credentials?
Nicholas A Guido holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Nicholas A Guido located?
Nicholas A Guido is based in CHICAGO, Illinois, working with CHICAGO PARTNERS INVESTMENT GROUP LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Nicholas A Guido charge for services?
Nicholas A Guido's firm is compensated through percentage of aum, subscription fees, other: roboadvisory offering. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHICAGO PARTNERS INVESTMENT GROUP LLC?
CHICAGO PARTNERS INVESTMENT GROUP LLC has approximately 45 employees and manages $4.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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