Nicholas
Ozer
Regatta Capital Group, LLC
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About this Advisor
Nicholas Ozer is a financial advisor based in El Segundo, California, working with Regatta Capital Group, LLC. Nicholas has previously held positions at Wells Fargo Advisors LLC and Regatta Capital Group LLC. Nicholas has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Nicholas is part of Regatta Capital Group, LLC, which operates out of El Segundo, California. The firm has 6 offices and 16 employees. The firm manages assets totaling $1.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and other services. The fee structure at Regatta Capital Group, LLC includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Regatta Capital Group, LLC Brokerage Details
$1,162,612,228
16
3,382
$343,765
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Other
Nicholas Ozer Work History
Regatta Capital Group LLC
Wells Fargo Advisors LLC
Disclosures
Please visit the SEC profile of Nicholas Ozer 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 Regatta Capital Group, LLC
El Segundo, CA
El Segundo, CA
El Segundo, CA
El Segundo, CA
El Segundo, CA
El Segundo, CA
El Segundo, CA
El Segundo, CA
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