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Nicholas Guido Botticelli

Global Strategic Investment Solutions

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About Nicholas Guido Botticelli

Nicholas Guido Botticelli is an investment advisor representative with Global Strategic Investment Solutions. Nicholas has been in the financial industry since May 2014 and has experience working in a variety of roles, including at Exelon Corporation, RBX Associates, and Global Strategic Investment Solutions. Nicholas holds the Series 65 and Series 3 licenses. Nicholas has a history of working with charitable organizations, high-net-worth individuals, and individuals other than high-net-worth individuals. Nicholas specializes in retirement planning and estate planning.

Firm Information

Nicholas Botticelli is currently registered with Global Strategic Investment Solutions. Global Strategic Investment Solutions is a Scottsdale, Arizona-based investment advisor with approximately $1 billion to $10 billion in assets under management. They provide investment advisory services to high-net-worth individuals, charitable organizations, and individuals other than high-net-worth. Their services include selection of other advisors and portfolio management for individuals. The firm is registered with the SEC and has a total of 4 investment advisor representatives.
Global Strategic Investment Solutions

7337 EAST DOUBLETREE RANCH ROAD, SUITE C-165

SCOTTSDALE, AZ 85258

$1.36B

Assets Under Management

Not reported

Total Clients

4

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

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

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Nicholas Botticelli’s Registration & Firm History

AZ

05/05/2021 - Present

Global Strategic Investment Solutions (SCOTTSDALE AZ)

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Licenses & Designations

IA

Issued 10/23/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/23/2014

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicholas Guido Botticelli.
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