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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 is a registered branch of Arete Wealth Management LLC., member FINRA, SIPC & NFA. NTS Bearing offers the professional experience and investment knowledge of Mr. Nilos T. Sakellariou, CFM, who for over 27 years has helped high net-worth individuals and prominent families achieve their financial goals, grow & 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, discretion and 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 prevalent at the big-name investment houses. The firm is uniquely positioned to offer customized 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

States Willing to do Business in:    my clients are world wide.
Name of Broker/Dealer:    Arete Wealth Management
I work with the following types of clients:    Businesses, Individual Investors
Number of Years with Current Firm:    9
Firm CRD#:    124504
Work Experience:    Currently a Partner at Arete Wealth Management, a full-service boutique that blends together the gold standard in Financial Advisory, Wealth Management and Asset Custody. My client responsibilities include overseeing all financial planning work and investment strategy decisions within the Annapolis Maryland Office. My past experience includes 19 years (1990-2009) with Merrill Lynch as a Vice-President, Wealth Management Advisor and having earned the CFM designation.
CRD#:    2108146
Foreign Languages Serviced:    French
Gender:    Male
Years of Experience in Financial Services:    29
 

Education

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

Services

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

Qualifications & Memberships

Financial Organization Memberships:    National Association of Personal Financial Advisors (NAPFA)
Insurance and Annuity Licenses:    Long Term Care, Life, Annuity
Securities Licenses:    Series 7, Series 10, Series 31, Series 63, Series 65, Series 66
Certifications, Accreditations & Designations:    CFM
 

Firm Information

Firm's Number of Managed Clients:    120
Firm's Number of Planning Clients:    120
Advisor's Number of Managed Clients:    120
Advisor's Number of Planning Clients:    120
Firm's Number of Clients:    120
Advisor's Number of Clients:    120
Assets Managed by Advisor:    200,000,000
Assets Managed by Firm:    150,000,000
 

Compliance

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

Compensation and Fees

Fee Structure:    Fee Only
Compensation Methods:    Based on Assets
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.
Fee % Based on Assets:    0.85
 
 
 

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