Nicholas Kolitsidas (CRD# 4470292) is an Investment Advisor Representative working at Good Life Advisors, LLC in Hartford, CT and has over 22 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Good Life Advisors, LLC | Wyomissing, PA | Jun 2016 - Current | 7 |
| Ethos Wealth Management | Hartford, CT | Jun 2016 - Current | 7 |
| Lpl Financial, LLC | Hartford, CT | Jun 2016 - Current | 7 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2001 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2003 |
- CT
- TX
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Total Assets Under Management2,896MILLIONS
-
Total Number of Accounts16,544ACCOUNTS
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Average Account Value$175,049
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, PR, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
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