Nicholas Giallourakis, financial advisor Clearwater FL
83 score

Nicholas Giallourakis

CRD Number: 4496285
Current Firm: Newbridge Financial Services Group, Inc.

Nicholas Giallourakis (CRD# 4496285) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in Clearwater, FL and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Newbridge Securities Corporation Clearwater, FL Jun 2016 - Current < 1
Vsr Advisory Services Overland Park, KS Aug 2007 - Jun 2016 8
Vsr Financial Services Inc. Palm Harbor, FL Aug 2004 - Jun 2016 11
The Masters (division Of Vsr) Overland Park, KS Aug 2004 - Aug 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2004
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Nicholas M. Giallourakis
Phone Number: 954-334-3450
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    97
    MILLIONS
  • Total Number of Accounts
    563
    ACCOUNTS
  • Average Account Value
    $171,484
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, MA, MD, MI, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SD, TN, TX, UT, VA, WI

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BADGES
83

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