Emily Nikoloudis
Emily Nikoloudis is a registered investment advisor at Transcend Capital Advisors, LLC, based in Sarasota, FL, with 15 years of industry experience. Emily operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 1,065 clients with $3.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Transcend Capital Advisors charges a monthly fee for investment management services based on a percentage of the value of your investments. This fee is negotiable and won't exceed 2.00% annually. The fee is calculated monthly in advance based on the average daily market value of your account from the previous month. The initial month's fee is calculated in arrears. Clients invested in Transcend Private Funds are subject to additional fees outlined in the fund's documents. If Transcend uses independent managers, those managers will charge an additional fee.
Location
Sarasota, FL
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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
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.