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Julian Schubach

Advisor at Nosuris, Inc.

Updated today

Location

Lynbrook, NY 11563-2327

Credentials

Series 65

Industry experience

6 years

About

Julian Schubach is a financial advisor at Nosuris, Inc. with six years of industry experience. He holds a Series 65 designation and previously worked at Oberlander Dorfman, Inc. from 2012 to 2016. Schubach has been with Nosuris since 2017. Nosuris, Inc. is a small SEC-registered advisory firm serving individuals, including high-net-worth clients, and pension/profit-sharing plans across approximately 190 client relationships. The firm provides portfolio management, financial planning, third-party money manager selection, and pension consulting and participant education services, offering both discretionary and non-discretionary arrangements.

Client services

Based on Nosuris, Inc.

Financial planning Pension consulting Selection of other advisers

Fee options

Fixed

Financial planning fixed fees generally range between $2,500 and $25,000, negotiable.

Percentage

$0 - $1,000,000: 1.5% $1,000,001+: 1.0%

Commissions

Advisory persons are registered representatives earning commissions for securities and insurance products separate from advisory fees.

Project-based

$500 per hour, negotiable depending on scope and complexity.

Other

Account minimum: $250,000

Location

700 Merrick Road

Lynbrook, NY 11563-2327

Most active in

California · New York · Texas

Work history

Nosuris, Inc.

2017 - Present (9 years)

Nosuris

2017 - Present (9 years)

Oberlander Dorfman, Inc.

2012 - 2016 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Series 65

Brooklyn, NY

Hilty Wealth Management LLC

Zachary Hilty is the sole advisor at Hilty Wealth Management LLC in Brooklyn, NY, with two years of industry experience. He holds a Series 65 credential and has worked in talent development and photography roles at the Billy Farrell Agency alongside his advisory practice. Hilty Wealth Management provides discretionary portfolio management and investment advice to individuals, high-net-worth clients, and other registered investment advisers. The firm focuses primarily on equities, exchange-traded funds, and equity options strategies, using both fundamental and technical analysis within documented client risk frameworks.

Options & derivatives strategies
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Series 63, Series 65, Series 66

Melville, NY

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Options & derivatives strategies
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Series 63, Series 66

Brooklyn, NY

Hillstrong

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Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management Wealth management Executive
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CFP®, Series 63

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General retirement planning Wealth management
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Wealth management General retirement planning Tax-loss harvesting College savings (529s, UTMA, etc.) General estate planning guidance
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Series 65

Arverne, NY

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Active portfolio management Concentrated stock management Real estate investing
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