Nicholas Kelly Ozer
Partner, Financial Advisor, And Director Of Retirement PlansRegatta Capital Group, LLCCRD 6047605
About Nicholas Kelly Ozer
Nicholas Kelly Ozer is listed as Partner, Financial Advisor, And Director Of Retirement Plans at Regatta Capital Group, LLC in El Segundo, CA. Form ADV reports a beneficial ownership band of 5-10%.
Reported ownership
Owns 5-10% of Regatta Capital Group, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Nicholas Kelly Ozer work?
Nicholas Kelly Ozer is listed as Partner, Financial Advisor, And Director Of Retirement Plans at Regatta Capital Group, LLC on SEC Form ADV.
How much of Regatta Capital Group, LLC does Nicholas Kelly Ozer own?
Form ADV reports a beneficial ownership band of 5-10%.
Regatta Capital Group, LLC
| Title | Partner, Financial Advisor, And Director Of Retirement Plans |
| Ownership | 5-10% |
| Control person | Yes |
| Since | 2015 |