Nicholas J. Nottebohm

CORNERSTONE INVESTMENT PARTNERS

ATLANTA, GA 30326

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CRD#: 5542054

Professional summary

Nicholas John Nottebohm, who also goes by Nicholas Nottebohm, is a registered financial advisor currently at CORNERSTONE INVESTMENT PARTNERS, LLC located in Atlanta, Georgia.

Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Nicholas has worked at 3 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nicholas Nottebohm

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas John Nottebohm's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 18, 2019 - Present

CORNERSTONE INVESTMENT PARTNERS, LLC

Office #1: 3438 Peachtree Rd. Ne. Suite 900, Atlanta, GA 30326

RIA

CRD#: 111753

ATLANTA, GA

Past

March 22, 2010 - July 27, 2012

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

CRD#: 102920

NEW YORK, NY

Past

August 6, 2008 - July 14, 2009

DEUTSCHE BANK SECURITIES INC.

CRD#: 2525

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CORNERSTONE INVESTMENT PARTNERS, LLC

CORNERSTONE INVESTMENT PARTNERS, LLC | D/B/A CITY CAPITAL ADVISORS, LLC | CORNESTONE INVESTMENT PARTNERS,LLC | CORNERSTONE INVESTMENT PARTNERS,LLC

CRD#: 111753 / SEC#: 801-61425

RIA

Registered Investment Advisory firm - (9/13/2002 Approved)

Georgia

Registered Investment Advisory firm - (1/13/2006 Terminated)

Texas

Registered Investment Advisory firm - (7/19/2005 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(6/18/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 8/8/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/5/2008

General Securities Representative Examination

Current Firm

CORNERSTONE INVESTMENT PARTNERS, LLC

CORNERSTONE INVESTMENT PARTNERS, LLC | D/B/A CITY CAPITAL ADVISORS, LLC | CORNESTONE INVESTMENT PARTNERS,LLC | CORNERSTONE INVESTMENT PARTNERS,LLC

CRD#: 111753 / SEC#: 801-61425

RIA

Registered Investment Advisory firm - (9/13/2002 Approved)

Georgia

Registered Investment Advisory firm - (1/13/2006 Terminated)

Texas

Registered Investment Advisory firm - (7/19/2005 Terminated)

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Contact information

Main Address

3438 Peachtree Rd. Ne. Suite 900, Atlanta, GA 30326

Mailing Address

Phone number

(404) 751-3900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CORNERSTONE INVESTMENT PARTNERS BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts	450
AUM (Assets Under Management)	$ 2,135,834,144

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Nicholas J. Nottebohm

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas John Nottebohm's CRS (Customer Relationship Summary).

Certified licenses

Experience

CORNERSTONE INVESTMENT PARTNERS, LLC

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

DEUTSCHE BANK SECURITIES INC.

Primary Firm SEC Registration

CORNERSTONE INVESTMENT PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/8/2008

Series 7

Date: 8/5/2008

Current Firm

CORNERSTONE INVESTMENT PARTNERS, LLC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CORNERSTONE INVESTMENT PARTNERS, LLC

TRUST BUT VERIFY

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