Nicholas
Botticelli

Global Strategic Investment Solutions

CRD#6336807
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Nicholas Botticelli is a financial advisor based in Scottsdale, Arizona, working with Global Strategic Investment Solutions. Nicholas has previously held positions at Hirtle Callaghan & Co. LLC, Exelon Corporation, Rbx Associates, and Global Strategic Investment Solutions, LLC. Nicholas has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Nicholas is part of Global Strategic Investment Solutions, which operates out of Scottsdale, Arizona. The firm has 5 employees and manages assets totaling $1.4 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses and the selection of other advisers. The fee structure at Global Strategic Investment Solutions includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

7337 East Doubletree Ranch Road, Suite C-165
Scottsdale, AZ 85258

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Global Strategic Investment Solutions Brokerage Details

Total Assets Under Management

$1,359,224,640

AZ Average: $1,555,372,352
Total Number of Employees

5

AZ Average: 37
Total Number of Accounts

359

AZ Average: 1,370
Average Account Size

$3,786,141

AZ Average: $1,135,308

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Nicholas Botticelli Work History

2020 - Present (4 years)

Rbx Associates

2020 - Present (4 years)

Global Strategic Investment Solutions, LLC

2017 - 2019 (2 years)

Exelon Corporation

2014 - 2017 (3 years)

Hirtle Callaghan & Co. LLC

Disclosures

Please visit the SEC profile of Nicholas Botticelli to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Global Strategic Investment Solutions

Nicholas Botticelli
Scottsdale, AZ
Donald Callaghan
Scottsdale, AZ
Matthew Underwood
Scottsdale, AZ
Curt Thompson
Scottsdale, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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