Nilos T. Sakellariou

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About Nilos T. Sakellariou

please email me for a current biography. Or visit my firm's website for additional information www.NTSBEARING.com

See Disclosures

General Information

Firm Start Year

2000

No. of Employees

CRD#

2108146

Firm CRD#

124504

Name of Broker/Dealer

Arete Wealth Management

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Currently a Partner at Arete Wealth Management, a full-service boutique that blends together the gold standard in Financial Advisory, Wealth Management and Asset Custody. My client responsibilities include overseeing all financial planning work and investment strategy decisions within the Annapolis Maryland Office. My past experience includes 19 years (1990-2009) with Merrill Lynch as a Vice-President, Wealth Management Advisor and having earned the CFM designation.

Work with the following types of clients

Individual Investors, Businesses

Foreign Languages Serviced

French

Advisory Services Provided

Risk Management, Portfolio Management

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

Securities Licenses

Series 65, Series 63, Series 31, Series 10, Series 7, Series 66

Insurance and Annuity Licenses

Annuity, Life, Long Term Care

Financial Organization Memberships

National Association of Personal Financial Advisors (NAPFA)

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

150,000,000

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

200,000,000

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$500,000

Fee % Based on Assets

0.85

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.

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1852757/paladinregistry-NTS-Bearing-Total-Wealth-Management.-detailed-disclosure.html

Disclaimer

All information provided is true to the best of my knowledge.

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Paladin Research Report For:

NTS Bearing-Total Wealth Management.