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Nicholas Guido Botticelli

Investment adviser representative at Global Strategic Nextgen Ocio
12 yearsExperience
1 stateRegistered in
$1.6BFirm assets
7 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 assets

Services the firm offers

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

  • Portfolio management

Experience

12 years in the industry.

  1. Global Strategic Nextgen OcioJan 2025 to now
  2. Global Strategic Investment Solutions, LLCSep 2020 to now
  3. Rbx AssociatesApr 2020 to now
  4. UnemployedMay 2019 to Mar 2020
  5. Exelon CorporationJul 2017 to May 2019
  6. Hirtle Callaghan & Co. LLCMay 2014 to Jun 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2020

State registrations

Registered as an investment adviser representative in 1 state (FL).

Global Strategic Nextgen Ocio

Legal name: Global Strategic Investment Solutions, LLC

$1.6BAssets managed
129Clients
4Advisers
7 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
6336807
Firm CRD
175300
Advisor's SEC record (opens in a new tab)
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