Nicholas J. Hubert

PANORAMIC CAPITAL PARTNERS LLC

LAKE OSWEGO, OR 97035

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CRD#: 6216721

Professional summary

Nicholas Jacob Hubert is a registered financial advisor currently at PANORAMIC CAPITAL PARTNERS LLC located in Lake Oswego, Oregon.

Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Nicholas has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1.St. Louis Six, LLC; Investment related - Yes; Business / Company; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); 01/2018; During business hours: 0; After business hours: 5; Real Estate Development-Minority owner/investor in a new ground-up apartment development 2. *505817 : GRAHAM STREET PROPERTIES, LLC ; Investment related : Yes ; Portland ; Oregon ; Real Estate ; Investor:Partner (proprietor, partner, officer, director, employee, trustee, agent) ; 6/2022 ; During business hours : 0 ; After business hours : 5 ;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas Jacob Hubert'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

May 24, 2024 - Present

PANORAMIC CAPITAL PARTNERS LLC

Office #1: 4949 Sw Meadows Road Suite 360, Lake Oswego, OR 97035

RIA

CRD#: 331349

LAKE OSWEGO, OR

Past

October 7, 2016 - June 4, 2024

MORGAN STANLEY

RIA

CRD#: 149777

Portland, OR

Past

October 7, 2016 - June 4, 2024

MORGAN STANLEY

CRD#: 149777

Portland, OR

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".

PANORAMIC CAPITAL PARTNERS LLC

CRD#: 331349 / SEC#: 801-130301

RIA

Registered Investment Advisory firm - (5/17/2024 Approved)

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

Oregon
(5/24/2024)

IAR

Texas
(5/24/2024)

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

IAR

Series 66

Date: 8/19/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/7/2016

General Securities Representative Examination

Current Firm

PANORAMIC CAPITAL PARTNERS LLC

CRD#: 331349 / SEC#: 801-130301

RIA

Registered Investment Advisory firm - (5/17/2024 Approved)

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Contact information

Main Address

4949 Sw Meadows Road Suite 360, Lake Oswego, OR 97035

Mailing Address

Phone number

(503) 937-7819

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (3/21/2025)

Regulatory assets under management

Total Number of Accounts	673
AUM (Assets Under Management)	$ 317,010,588

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. Hubert

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas Jacob Hubert's CRS (Customer Relationship Summary).

Certified licenses

Experience

PANORAMIC CAPITAL PARTNERS LLC

MORGAN STANLEY

MORGAN STANLEY

Primary Firm SEC Registration

PANORAMIC CAPITAL PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/19/2016

SIE

Date: 10/1/2018

Series 7

Date: 10/7/2016

Current Firm

PANORAMIC CAPITAL PARTNERS LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PANORAMIC CAPITAL PARTNERS LLC

TRUST BUT VERIFY

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