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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

TitlePartner, Financial Advisor, And Director Of Retirement Plans
Ownership5-10%
Control personYes
Since2015
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