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Featured Business Financial Advisor in Annapolis, MD
Annapolis Financial Advisors
NTS Bearing-Total Wealth Management.
61 Cornhill Street
Annapolis, MD 21401
(410) 263-1313
Advisor Profile
Nilos T. Sakellariou, CFM
Name:  Nilos T. Sakellariou, CFM
Phone Number:  (410) 263-1313
Website:  Visit Website
Disclaimer
All information provided is true to the best of my knowledge.

About NTS Bearing-Total Wealth Management.

NTS Bearing offers the professional experience and investment knowledge of Mr. Nilos T. Sakellariou, CFM, who for over 20 years has helped high net worth individuals and prominent familes achieve their financial goals, preserve their wealth and build lasting legacies for their future generations and loved ones.

Using a private family office model, Mr. Sakellariou manages his firm within the parameters of his core principles – trust, knowledge, integrity and discretion – with an unwavering focus on overall investment results. The firm’s emphasis on the private family office model ensures a level of service which distinguishes and sets NTS Bearing apart from the standard cookie-cutter mentality of big name investment houses. The firm is uniquely positioned to offer proprietary investment strategies tailored to each client’s unique circumstance. Mr. Sakellariou’s proprietary Core Equity Strategies and Defensive Capital Appreciation Methodology provide unique opportunities for those clients who desire more breadth from their investment portfolios.

I sincerely invite you to contact us to fully appreciate how my firm can enhance your family’s financial future.
 

General Information

Gender:    Male
CRD#:    2108146
Firm CRD#:    124504
Name of Broker/Dealer:    Arete Wealth Management
States Licensed in:    MD,DC,VA,DE,PA,NY,CA,FL,
States Willing to do Business in:    MD,DC,VA,DE,PA,NY,CA,FL,
Years of Experience in Financial Services:    19
Number of Years with Current Firm:    1
Work Experience:    My Firm is a full service boutique that blends together the gold standard in Financial Advisory, Wealth Management and Asset Custody. My experience includes 19 years as a wealth management advisor and CFM for Merrill Lynch.
I work with the following types of clients:    Individual Investors
Foreign Languages Serviced:    French
 

Education

Academic Background
 
Bachelors Degree in Economics, Graduated with Honors from The College of Wooster in 1987. Strong background in Mathematics and Statistics.
 

Services

Investment Types:    Alternative Investments, Mutual Funds, Bonds, Stocks, Annuities, Insurance, Commodities, Mortgages & Real Estate, Exchange Traded Funds (ETFs)
I can meet clients in the following ways:    At my office, At your office, Via phone, Via email
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CFM
Securities Licenses:    Series 65, Series 7
Insurance and Annuity Licenses:    Long Term Care, Life, Annuity
Financial Organization Memberships:    National Association of Personal Financial Advisors (NAPFA)
 

Firm Information

Firm's Number of Clients:    120
Firm's Number of Planning Clients:    120
Firm's Number of Managed Clients:    120
Assets Managed by Firm:    150,000,000
Advisor's Number of Clients:    120
Advisor's Number of Managed Clients:    120
Advisor's Number of Planning Clients:    120
Assets Managed by Advisor:    150,000,000
 

Compliance

Registered Investment Advisor:    Yes
Registered Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    $50,000 min
Compensation Methods:    Based on Assets
Fee % Based on Assets:    1 TBD
Additional Details on Charges:    Many accounts qualify for lower fees based on scope of work and size of the overall relationship. I make every effort to provide my clients with the most competitive fee schedule possible.
 
 
 
Prepared By: Nilos T. Sakellariou, CFM

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