Evaggelia Hatzimanolis (CRD# 3166099) is an Investment Advisor Representative working at Lido in Boca Raton, FL and has over 22 years of experience in the finance industry. Evaggelia Hatzimanolis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Lido Advisors, LLC | Boca Raton, FL | Sep 2023 - Current | < 1 |
United Capital Financial Advisers, LLC | Newport Beach, CA | Jan 2021 - Sep 2023 | 2 |
Goldman Sachs & Co LLC | New York, NY | Jan 2021 - Sep 2023 | 2 |
Tiaa | Boca Raton, FL | Nov 2015 - Nov 2020 | 5 |
Tiaa-cref Individual & Institutional Services, LLC | Boca Raton, FL | Nov 2015 - Nov 2020 | 5 |
Strategic Advisers, Inc. | Boca Raton, FL | May 2015 - Oct 2015 | < 1 |
Fidelity Brokerage Services, LLC | Boca Raton, FL | Apr 2015 - Oct 2015 | < 1 |
Fidelity Brokerage Services | Boca Raton, FL | Oct 2012 - Apr 2015 | 2 |
Strategic Advisers, Inc. | Boca Raton, FL | Oct 2012 - Apr 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2002 |
S65 | NASAA Investment Advisors Law Examination | Nov 2006 |
- CA
- FL
- MA
- MN
- NY
- OH
- SC
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Total Assets Under Management19,656MILLIONS
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Total Number of Accounts19,744ACCOUNTS
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Average Account Value$995,562
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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