Nicholas StamatellosCRD Number: 4440138
Current Firm: Axa Advisors, LLC
Nicholas Stamatellos (CRD# 4440138) is an Investment Advisor Representative working at Axa Advisors, LLC in Stamford, CT and has over 15 years of experience in the finance industry.
Altium Wealth Management LLC
Karagosian Financial Services, Inc.
Ubs Financial Services Inc.
|Axa Advisors, LLC||New York, NY||Oct 2010 - Current||6|
|David Lerner Associates||Darien, CT||Mar 2004 - Oct 2010||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2001|
|S65||NASAA Investment Advisors Law Examination||Sep 2002|
Total Assets Under Management9,867MILLIONS
Total Number of Accounts40,093ACCOUNTS
Average Account Value$246,096
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops