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Nicholas A Guido

Chicago Partners Investment Group LLC

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About Nicholas A Guido

Nicholas Guido is a financial advisor with Chicago Partners Investment Group LLC. Nicholas has been in the industry since 2012 and is registered with the state of Illinois as an Investment Advisor Representative. Nicholas has earned the Series 7 and Series 65 licenses. Nicholas specializes in providing financial planning and investment advice to high-net-worth individuals, charitable organizations, and pooled investment vehicles. Nicholas is a Certified Financial Planner and also owns his own insurance business, Nick Guido, based in Chicago, IL.

Firm Information

Nicholas Guido is currently registered with Chicago Partners Investment Group LLC. Chicago Partners Investment Group LLC is a registered investment advisor based in Chicago, IL. The firm has approximately $4.6 billion in assets under management and provides advisory services to a wide range of clients, including high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles. They specialize in financial planning, portfolio management, and 401(k) plan option review and monitoring.
Chicago Partners Investment Group LLC

1 NORTH WACKER DRIVE

CHICAGO, IL 60606

$4.59B

Assets Under Management

Not reported

Total Clients

38

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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401k plan option review & monitoring

401k plan option review & monitoring

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Roboadvisory offering

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Nicholas Guido’s Registration & Firm History

IL

10/08/2024 - Present

Chicago Partners Investment Group LLC (CHICAGO IL)

IL

09/21/2012 - 10/24/2013

AMERIPRISE FINANCIAL SERVICES, INC. (SCHAUMBURG IL)

IL

04/25/2012 - 08/20/2012

UBS FINANCIAL SERVICES INC. (CHICAGO IL)

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Licenses & Designations

IA

Issued 03/31/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/23/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicholas A Guido.
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