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Nicholas John Nottebohm

Cornerstone Investment Partners, LLC

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About Nicholas John Nottebohm

Nicholas Nottebohm is an Investment Advisor Representative with Cornerstone Investment Partners, LLC based in Atlanta, GA. Nicholas Nottebohm has been in the financial services industry since 2008. Prior to joining Cornerstone Investment Partners, LLC, Nicholas Nottebohm worked at J.P. Morgan Institutional Investments Inc. and Deutsche Bank Securities Inc. Nicholas Nottebohm holds Series 63 and Series 7 licenses and is a Chartered Financial Analyst. Nicholas Nottebohm's specialties include Portfolio Management for Individuals, Portfolio Management for Businesses, and Portfolio Management for Pooled Investment Vehicles.

Firm Information

Nicholas Nottebohm is currently registered with Cornerstone Investment Partners, LLC. Cornerstone Investment Partners, LLC is an investment advisor based in Atlanta, GA, managing over $1.89 billion in assets for individuals, families, businesses, charitable organizations, and other investment advisors. The firm provides portfolio management for individuals, families, businesses, and pooled investment vehicles. They also offer model portfolio services.
Cornerstone Investment Partners, LLC

PHIPPS TOWER, 3438 PEACHTREE RD. NE.

ATLANTA, GA 30326

$1.90B

Assets Under Management

7

Total Clients

9

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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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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model portfolio provider

Model portfolio provider

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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other

Model provider fees (uma platforms)

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Nicholas Nottebohm’s Registration & Firm History

GA

06/18/2019 - Present

Cornerstone Investment Partners, LLC (ATLANTA GA)

NY

03/22/2010 - 07/27/2012

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)

NY

08/06/2008 - 07/14/2009

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/08/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/05/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicholas John Nottebohm.
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