Nicholas Anthony Sonzero
Investment adviser representative at Chicago Partners Investment Group LLC
15 yearsExperience
1 stateRegistered in
$7.5BFirm assets
18 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
15 years in the industry.
- Chicago Partners Investment Group LLCMar 2023 to now
- Village Bank & Trust, N.A.Aug 2021 to Feb 2023
- University of MissouriJan 2019 to Aug 2021
- Oakton Community CollegeSep 2017 to Dec 2018
- Mcgrath Acura of Morton GroveJul 2017 to Mar 2018
- Marquette UniversitySep 2016 to May 2017
- North Shore Country ClubMay 2011 to Aug 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (IL).
Chicago Partners Investment Group LLC
$7.5BAssets managed
2,764Clients
57Advisers
18 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
- 7707414
- Firm CRD
- 147662