AdvisorOS Directory
Claim Profile
Unclaimed Profile
NS

Nicholas David Schubeler

THE PRIVATE INVESTMENT GROUP, INC.·CENTERVILLE, Ohio
Clean recordTHE PRIVATE INVESTMENT GROUP, INC.
800 EAST FRANKLIN STREET, CENTERVILLE, OH 45459CRD# 5453641Firm CRD# 128876

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nicholas David Schubeler · CENTERVILLE, OH
Registration
CRD #5453641 · THE PRIVATE INVESTMENT GROUP, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Nicholas David Schubeler is a registered financial advisor based in CENTERVILLE, Ohio, affiliated with THE PRIVATE INVESTMENT GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Nicholas

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Nicholas is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
THE PRIVATE INVESTMENT GROUP, INC.
THE PRIVATE INVESTMENT GROUP, INC.
AUM
$148M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at THE PRIVATE INVESTMENT GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5453641
Firm CRD# 128876
View on FINRA BrokerCheck →

Looking for a financial advisor in CENTERVILLE?

Browse all registered financial advisors in CENTERVILLE, Ohio or claim this profile if it's yours.

Browse CENTERVILLE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Nicholas David Schubeler offer?
Nicholas David Schubeler specializes in Financial Planning, Investment Management. Contact their office in CENTERVILLE, Ohio for a consultation.
What are Nicholas David Schubeler's credentials?
Nicholas David Schubeler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nicholas David Schubeler located?
Nicholas David Schubeler is based in CENTERVILLE, Ohio, working with THE PRIVATE INVESTMENT GROUP, INC.. Their office serves clients in the CENTERVILLE metropolitan area and surrounding communities.
How does Nicholas David Schubeler charge for services?
Nicholas David Schubeler's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE PRIVATE INVESTMENT GROUP, INC.?
THE PRIVATE INVESTMENT GROUP, INC. has approximately 4 employees and manages $148M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at THE PRIVATE INVESTMENT GROUP, INC.

Jack Richard Bowman
CENTERVILLE, OH
Alfredo Arturo Sandoval
CENTERVILLE, OH

More Advisors in CENTERVILLE, Ohio

Candace Lloyd Thurner
TILLAR-WENSTRUP ADVISORS, LLC·CENTERVILLE, OH
John Charles Girvin
FIDUCIARY WEALTH GROUP, LLC·CENTERVILLE, OH
Abhijit Kumbhani
ACCENT CAPITAL MANAGEMENT, LLC·CENTERVILLE, OH
Kamal Nitin Kumbhani
ACCENT CAPITAL MANAGEMENT, LLC·CENTERVILLE, OH
Randolph Erik Gantt
FIDUCIARY WEALTH GROUP, LLC·CENTERVILLE, OH
Stephen Andrew Wenstrup
TILLAR-WENSTRUP ADVISORS, LLC·CENTERVILLE, OH

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)AKRON (70)DAYTON (59)INDEPENDENCE (48)PEPPER PIKE (37)WESTLAKE (37)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
Request removal of this profile