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Ryan Nicholas Shubin

LEGACY PRIVATE CLIENT GROUP, INC.·KAMAS, Utah
LEGACY 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.
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Ryan Nicholas Shubin is a registered financial advisor based in KAMAS, Utah, affiliated with LEGACY PRIVATE CLIENT 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

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03

Firm Overview

Firm
LEGACY PRIVATE CLIENT GROUP, INC.
LEGACY PRIVATE CLIENT GROUP, INC.
AUM
$37M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at LEGACY PRIVATE CLIENT GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4367965
Firm CRD# 159063
View on FINRA BrokerCheck →

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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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Nearby cities in Utah
SALT LAKE CITY (358)LEHI (82)PARK CITY (60)DRAPER (54)PROVO (47)SANDY (44)OREM (38)HOLLADAY (28)BOUNTIFUL (26)SOUTH JORDAN (25)
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