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Nicolas Guido Schreiber

Investment adviser representative at Ipg Investment Advisors, LLC
17 yearsExperience
2 statesRegistered in
$4.1BFirm assets
16 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

17 years in the industry.

  1. Ipg Investment Advisors, LLC.Feb 2026 to now
  2. Investment Placement GroupFeb 2026 to now
  3. Insigneo Securities LLCOct 2025 to now
  4. Insigneo Advisory Services LLCOct 2025 to Jan 2026
  5. Bolton Global Asset ManagementOct 2018 to Oct 2025
  6. Bolton Global CapitalOct 2018 to Oct 2025
  7. Morgan Stanley Private Bank, National AssociationJan 2015 to Oct 2018
  8. Morgan Stanley Smith BarneyJun 2009 to Oct 2018

Exams passed

  • Series 66 · Uniform Combined State Law2002
  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 2 states (FL, NY).

Ipg Investment Advisors, LLC

$4.1BAssets managed
1,282Clients
40Advisers
16 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4426299
Firm CRD
152990
Advisor's SEC record (opens in a new tab)
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