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Ryan Nicholas Shubin

LEGACY PRIVATE CLIENT GROUP, INC.·KAMAS, Utah
SIE, Series 7, Series 66, Series 99TO25 years registeredLEGACY PRIVATE CLIENT GROUP, INC.
30 NORTH MAIN STREET, KAMAS, UT 84036CRD# 4367965Firm CRD# 159063

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ryan Nicholas Shubin · KAMAS, UT
Registration
CRD #4367965 · LEGACY PRIVATE CLIENT GROUP, INC. · 25 years registered
Brand Profile
Not yet started
01

Career History

IMPACT PARTNERSHIP WEALTH, LLC
Jun 2023 – present
PURSHE KAPLAN STERLING INVESTMENTS
Nov 2011 – present
GLOBAL VIEW CAPITAL MANAGEMENT LLC
Sep 2021 – Jun 2023
PLEASANT GROVE, UT
LEGACY PRIVATE CLIENT GROUP, INC.
Apr 2017 – Oct 2021
NEWPORT BEACH, CA
LEGACY PRIVATE CLIENT GROUP, INC.
Nov 2011 – Dec 2016
Fort Worth, TX
MORGAN STANLEY SMITH BARNEY LLC
Jun 2009 – Nov 2011
IRVINE, CA
MORGAN STANLEY & CO. INCORPORATED
Dec 2008 – Jun 2009
IRVINE, CA
UBS FINANCIAL SERVICES INC.
Jul 2001 – Jan 2009
NEWPORT BEACH, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Series 99TO
Registration record
First registered · July 17, 2001
Years registered · 25
03

Disclosure History

2010Regulatory·Final
2008Employment Separation After Allegations

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
LEGACY PRIVATE CLIENT GROUP, INC.
CRD 159063 · SEC 801-72808
AUM
$37M
Regulatory assets under management
Employees
1
204 client accounts
Services offered by LEGACY PRIVATE CLIENT GROUP, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at LEGACY PRIVATE CLIENT GROUP, INC. →
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05

Frequently Asked Questions

What services does Ryan Nicholas Shubin offer?
Ryan Nicholas Shubin specializes in Financial Planning, Investment Management. Contact their office in KAMAS, Utah for a consultation.
What are Ryan Nicholas Shubin's credentials?
Ryan Nicholas Shubin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ryan Nicholas Shubin located?
Ryan Nicholas Shubin is based in KAMAS, Utah, working with LEGACY PRIVATE CLIENT GROUP, INC.. Their office serves clients in the KAMAS metropolitan area and surrounding communities.
How does Ryan Nicholas Shubin charge for services?
Ryan Nicholas Shubin's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEGACY PRIVATE CLIENT GROUP, INC.?
LEGACY PRIVATE CLIENT GROUP, INC. has approximately 1 employees and manages $37M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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