Nikolas Papageorge, financial advisor Walnut Creek CA

Nikolas Papageorge

CRD Number: 6196895
Current Firm: Ubs Financial Services Inc.

Nikolas Papageorge (CRD# 6196895) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Walnut Creek, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Walnut Creek, CA Dec 2020 - Current 1
Bank Of America, N.a. Pleasanton, CA Nov 2017 - Dec 2020 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pleasanton, CA Apr 2017 - Dec 2020 3
University Of Arizona Tucson, AZ Aug 2015 - Apr 2017 1
Compass Company Engineering Hong Kong, Jun 2015 - Aug 2015 < 1
University Of Arizona Tucson, AZ Aug 2014 - Jun 2015 < 1
Stanford University Palo Alto, CA Jun 2014 - Aug 2014 < 1
University Of Arizona Tucson, AZ Aug 2013 - Jun 2014 < 1
Morgan Stanley Pleasanton, CA May 2013 - Aug 2013 < 1
University Of Arizona Tucson, AZ Aug 2012 - Jun 2013 < 1
Amador Valley High School Pleasanton, CA Aug 2008 - Aug 2012 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2017
Contact Info for Nikolas Papageorge
Phone Number: 201-352-3000
Firm Website: https://www.ubs.com/ols
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    572,471
    MILLIONS
  • Total Number of Accounts
    1,003,533
    ACCOUNTS
  • Average Account Value
    $570,455
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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