Nicholas Kolitsidas, financial advisor Wyomissing PA
93 score

Nicholas Kolitsidas

CRD Number: 4470292
Current Firm: Good Life Advisors, LLC

Nicholas Kolitsidas (CRD# 4470292) is an Investment Advisor Representative working at Good Life Advisors, LLC in Wyomissing, PA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Ethos Wealth Management Hartford, CT Jun 2016 - Current < 1
Lpl Financial, LLC Hartford, CT Jun 2016 - Current < 1
Good Life Advisors, LLC Wyomissing, PA Jun 2016 - Current < 1
First Allied Advisory Services, Inc. Chesterfield, MO Jul 2012 - Jun 2016 3
First Allied Securities, Inc. Hartford, CT Nov 2007 - Jun 2016 8
Ethos Capital Management, LLC Worcester, MA Mar 2014 - Jan 2016 1
Rjl Wealth Management, LLC San Diego, CA Apr 2010 - Jul 2011 1
Raymond J Lucia Companies, Inc. Mellville, NY Aug 2007 - Nov 2010 3
Securities America, Inc. Mellville, NY Aug 2007 - Nov 2007 < 1
Securities America Advisors Bristol, CT Jul 2007 - Aug 2007 < 1
Brookstreet Securities Irvine, CA Dec 2002 - Jul 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2001
S66 NASAA Uniform Combined State Law Examination Aug 2003
Contact Info for Nicholas Kolitsidas
Phone Number: 610-898-6927
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    391
    MILLIONS
  • Total Number of Accounts
    4,794
    ACCOUNTS
  • Average Account Value
    $81,548
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • 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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AR, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KS, LA, MA, MD, MI, MO, NC, NH, NJ, NM, NY, OH, PA, SC, TN, TX, UT, VA, WA, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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