Emily Nikoloudis
Emily Nikoloudis is a registered investment advisor at Arax Advisory Partners, based in Sarasota, FL, with 16 years of industry experience. Emily is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 15,662 clients with $27B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Rates generally range from 0.50% to 3.00% per year for assets under management, varying based on account size and complexity. Fees are negotiable.
Fee Estimator
Location
Sarasota, FL
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2019Other Business Activities
Emily is dually-registered with Transcend Capital Advisors LLC and Purshe Kaplan Sterling Investments, Inc. She spends nearly all of her time as an investment advisor representative and registered representative.
Employment History
Current Registrations
Arax Advisory Partners
Transcend Capital Advisors, LLC
Purshe Kaplan Sterling Investments
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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