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Nicolas Guido Schreiber

Investment Adviser Representative at IPG Investment Advisors, LLC

New York, NYCRD #4426299Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
25 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Nicolas Guido Schreiber is an investment adviser representative with IPG Investment Advisors, LLC in New York, NY, where they have been registered since 2026. They have worked in the securities industry since 2001 and have been registered with 3 firms, including Insigneo Advisory Services, LLC and Bolton Global Asset Management. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in Florida and New York.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida, New York
Broker:
5 states and territories

Delaware, Florida, New Jersey, New York, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 6/19/2023
Series 66
Uniform Combined State Law Examination
Passed 3/28/2002
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 7/19/2001

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Investment Placement GroupCurrent
3/4/2026 – New York, NY
IPG Investment Advisors, LLCCurrent
2/24/2026 – New York, NY
IPG Investment Advisors, LLC
2/20/2026 – 2/20/2026San Diego, CA
Insigneo Advisory Services, LLC
10/29/2025 – 2/2/2026New York, NY
Bolton Global Asset Management
6/19/2023 – 10/23/2025New York, NY

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Morgan Stanley Smith Barney
    Jun 2009 – Oct 2018New York, NY
  2. Morgan Stanley Private BANK, National Association
    Jan 2015 – Oct 2018New York, NY
  3. Bolton Global Capital
    Oct 2018 – Oct 2025Bolton, MA
  4. Bolton Global Asset Management
    Oct 2018 – Oct 2025Bolton, MA
  5. Insigneo Securities LLC
    Oct 2025 – no end date reportedNew York, NY
  6. Insigneo Advisory Services LLC
    Oct 2025 – Jan 2026Miami, FL
  7. Investment Placement Group
    Feb 2026 – no end date reportedSan Diego, CA
  8. IPG Investment Advisors, LLC.
    Feb 2026 – no end date reportedSan Diego, CA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About IPG Investment Advisors, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Commissions
  • Fixed fee
  • Performance-based fees
  • Other
Firm account minimum
$300,000 (waivable)

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Portfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and Institutions

Client types the firm serves

High Net WorthPooled VehiclesPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
37
Offices listed on AdvisorFinder:
8
Main office:
San Diego, CA
SEC file number:
801-71104

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 25, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Nicolas Guido Schreiber has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Nicolas Guido Schreiber (Investment Placement Group)