| Advisor Profile |
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| Name: |
Nilos T. Sakellariou, CFM |
| Phone Number: |
(443) 569-0793 |
| Website: |
Visit Website
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| Disclaimer |
| All information provided is true to the best of my knowledge. |
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Business Description |
| My Firm is a full service boutique that blends together the gold standards in Financial Advisory, Wealth Management and Asset Custody. |
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General Information |
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| Name of Broker/Dealer: |
Glen Eagle Advisors of Annapolis
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| Name of Custodial Firm: |
Bank of New York Mellon-Pershing LLC
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| States Licensed in: |
MD,DC,VA,DE,PA,NY,CA,FL,
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| States Willing to do Business in: |
MD,DC,VA,DE,PA,NY,CA,FL,
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| Years of Experience in Financial Services: |
19
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| Number of Years with Current Firm: |
1
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| Work Experience: |
My Firm is a full service boutique that blends together the gold standard in Financial Advisory, Wealth Management and Asset Custody. My experience includes 19 years as a wealth management advisor and CFM for Merrill Lynch.
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| I work with the following types of clients: |
Individual Investors
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| Foreign Languages Serviced: |
French
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Education |
| Academic Background |
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| Bachelors Degree in Economics, Graduated with Honors from The College of Wooster in 1987. Strong background in Mathematics and Statistics. |
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Services |
| Investment Types: |
Exchange Traded Funds (ETFs), Bonds, Stocks, Annuities, Insurance, Commodities, Mutual Funds, Alternative Investments, Mortgages & Real Estate
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
CFM
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| Securities Licenses: |
Series 65, Series 7
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| Insurance and Annuity Licenses: |
Long Term Care, Annuity, Life
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| Financial Organization Memberships: |
National Association of Personal Financial Advisors (NAPFA)
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| Firm's Number of Clients: |
120
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| Firm's Number of Planning Clients: |
120
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| Firm's Number of Managed Clients: |
120
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| Assets Managed by Firm: |
150,000,000
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| Advisor's Number of Clients: |
120
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| Advisor's Number of Managed Clients: |
120
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| Advisor's Number of Planning Clients: |
120
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| Assets Managed by Advisor: |
150,000,000
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Compliance |
| Registered Investment Advisor: |
Yes
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| Registered Representative: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-based financial professional: |
Yes
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| Minimum Portfolio Size for New Managed Accounts: |
$50,000 min
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| Compensation Methods: |
Based on Assets
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| Fee % Based on Assets: |
1 TBD
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| Additional Details on Charges: |
Many accounts qualify for lower fees based on scope of work and size of the overall relationship. I make every effort to provide my clients with the most competitive fee schedule possible.
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| Prepared By: |
Nilos T. Sakellariou, CFM |
Frequently Asked Questions |
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