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Nicholas Guy Robillard

Stonegate Investment Group, LLC

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About Nicholas Guy Robillard

Nicholas Robillard is an investment advisor representative registered with Stonegate Investment Group, LLC in Alabama. Nicholas is a registered investment advisor representative with the state of Alabama. Nicholas has 1 state exam passed. Nicholas is currently employed with Stonegate Investment Group, LLC since February 2024. Nicholas has 1 exam: Uniform Investment Adviser Law Examination. Nicholas's specializations include providing financial planning, pension consulting, and portfolio management services to individuals, investment companies, and pooled investment vehicles. Nicholas has been in the industry since December 2022. Nicholas has passed the Uniform Investment Adviser Law Examination. Nicholas is a Series 65 registered individual.

Firm Information

Nicholas Robillard is currently registered with Stonegate Investment Group, LLC. Stonegate Investment Group, LLC is an investment advisor headquartered in Birmingham, Alabama, with a team of 11 investment advisor representatives. They offer financial planning, pension consulting, portfolio management for individuals and pooled investment vehicles, and selection of other advisors. They manage approximately $4.65 billion in assets for clients, including high-net-worth individuals, pension and profit-sharing plans, corporations, individuals other than high-net-worth, and pooled investment vehicles.
Stonegate Investment Group, LLC

2005 STONEGATE TRAIL

BIRMINGHAM, AL 35242

$4.65B

Assets Under Management

2

Total Clients

10

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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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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Nicholas Robillard’s Registration & Firm History

AL

07/18/2024 - Present

Stonegate Investment Group, LLC (BIRMINGHAM AL)

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Licenses & Designations

IA

Issued 07/18/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicholas Guy Robillard.
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