Nicholas Papageorge (CRD# 6938318) is an Investment Advisor Representative working at Epg Incorporated in Framingham, MA and has over 3 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Epg, Incorporated | Wellesley, MA | Sep 2020 - Current | 3 |
| Unemployed | Melrose, MA | Jun 2020 - Aug 2020 | < 1 |
| Bentley University | Waltham, MA | Aug 2019 - May 2020 | < 1 |
| Boston Advisors LLC | Boston, MA | Jun 2019 - Aug 2019 | < 1 |
| Bentley University | Waltham, MA | Sep 2018 - Jul 2019 | < 1 |
| Morgan Stanely | Westborough, MA | May 2018 - Aug 2018 | < 1 |
| Bentley University | Waltham, MA | Sep 2017 - May 2018 | < 1 |
| Old Navy | Saugus, MA | Jun 2017 - Sep 2017 | < 1 |
| Bentley University | Waltham, MA | Aug 2016 - May 2017 | < 1 |
| Malden Catholic High | Malden, MA | Aug 2012 - Jun 2016 | 3 |
| Market Basket Market | Reading, MA | Jun 2014 - Oct 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2021 |
- MA
-
Total Assets Under Management3,629MILLIONS
-
Total Number of Accounts78ACCOUNTS
-
Average Account Value$46,532,016
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
MA, NH
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