DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Nicolas Guido Schreiber
Feed of 09/15/2026
Also filed as Nicolas Schreiber
At current firm
0 y
since Feb 24, 2026
In the industry
24 y
since Mar 28, 2002 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, S65
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Ipg Investment Advisors, LLC mixed wealth currentsince Feb 24, 2026 · San Diego, Ca
- Insigneo Advisory Services, LLC mixed wealthOct 29, 2025 to Feb 2, 2026 · Brooklyn, Ny
- Bolton Global Asset Management BD affiliatedJun 19, 2023 to Oct 23, 2025 · Bolton, Ma
Moves
a registration end followed by a registration begin elsewhere
- Insigneo Advisory Services, LLC to Ipg Investment Advisors, LLCleft Feb 2, 2026, registered Feb 24, 2026 (22 days) · Affiliated broker-dealer or bank to independent RIA
- Bolton Global Asset Management to Insigneo Advisory Services, LLCleft Oct 23, 2025, registered Oct 29, 2025 (6 days) · RIA to affiliated broker-dealer or bank
Signals
- Nicolas Guido Schreiber left Insigneo Advisory Services, Llc for Ipg Investment Advisors, Llc (registered 2026-02-24)Feb 2, 2026 · Advisor changed firm · fact
- Nicolas Guido Schreiber left Bolton Global Asset Management for Insigneo Advisory Services, Llc (registered 2025-10-29)Oct 23, 2025 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wealth manager with institutional or fund businessderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address