Nicholas Jacob Hubert

Employer firm

Panoramic Capital Partners LLC CRD 331349

$393M regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• BUSINESS CONSULTING

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

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

Current Employers

Employment History

• 07/2016 → 05/2024
  Morgan Stanley
  Portland, OR
• 05/2024 → Present
  Panoramic Capital Partners Llc
  Lake Oswego, OR
• 11/2016 → 05/2024
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2016-10-07 → 2024-06-04
  Morgan Stanley
  Portland, OR

Other Businesses

1. *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 2. Siyeh LLC; Investment Related; Portland, Oregon; Real Estate; Member; 1 hour per month.

Exams

• S66 Uniform Combined State Law Examination
  2016-08-19