Nicholas Westly

Employer firm

Rubicon Global Group, Rubicon Global Advisors CRD 127585

$30.0M regulatory AUM 65 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2023 → Present
  Full-Time Student
  Portland, OR
• 10/2020 → 10/2023
  Leaf & Cole, Llp
  San Diego, CA
• 09/2019 → 06/2020
  Full-Time Student
  San Diego, CA
• 02/2019 → 04/2019
  Armanino, Llp
  Los Angeles, CA
• 10/2018 → 02/2019
  Unemployed
  Los Angeles, CA
• 06/2018 → 10/2018
  Grant Thornton, Llp
  Los Angeles, CA
• 09/2014 → 06/2018
  Full-Time Student
  San Luis Obispo, CA
• 04/2019 → 09/2019
  Unemployed
  Los Angeles, CA
• 06/2020 → 10/2020
  Unemployed
  San Diego, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-30