Julian Schubach

NOSURIS

Lynbrook, NY 11563-2327

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CRD#: 6903588

Professional summary

Julian Schubach, who also goes by Julian Alexander Schubach, is a registered financial advisor currently at NOSURIS, INC. located in Lynbrook, New York.

Julian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Julian has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Julian Alexander Schubach

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 Julian Schubach's 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

March 13, 2020 - Present

NOSURIS, INC.

Office #1: 700 Merrick Road, Lynbrook, NY 11563-2327

RIA

CRD#: 160979

Lynbrook, NY

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

California
(3/13/2020)

IAR

New York
(3/4/2021)

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 65

Date: 12/19/2016

Uniform Investment Adviser Law Examination

Current Firm

NOSURIS, INC.

CRD#: 160979 / SEC#:

California

Registered Investment Advisory firm - (3/13/2020 Approved)

New York

Registered Investment Advisory firm - (1/4/2017 Approved)

Texas

Registered Investment Advisory firm - (12/6/2018 Conditional Restricted)

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Contact information

Main Address

700 Merrick Road, Lynbrook, NY 11563-2327

Mailing Address

Phone number

(516) 887-7788

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Julian Schubach

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julian Schubach's CRS (Customer Relationship Summary).

Certified licenses

Experience

NOSURIS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/19/2016

Current Firm

NOSURIS, INC.

Contact information

Documents

Red Flags

Company Information

NOSURIS, INC.

TRUST BUT VERIFY

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