Nicholas David Schubeler
Investment adviser representative at The Private Investment Group, Inc.
13 yearsExperience
1 stateRegistered in
$179.3MFirm assets
22 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- The Private Investment Group, Inc.Apr 2013 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2009
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (OH).
The Private Investment Group, Inc.
$179.3MAssets managed
184Clients
2Advisers
22 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
- 5453641
- Firm CRD
- 128876