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Nicholas Kolitsidas

24 Years of Experience
Hartford, CT
Broker

Nicholas Kolitsidas is a registered investment advisor at Good Life Advisors, LLC, based in Hartford, CT, with 24 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 15,732 clients with $3.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
95 advisors
Number of Clients
15,732 clients
Average Client Portfolio
$222K average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)

Good Life Advisors offers investment management services where fees are negotiated with a maximum of 3.0% of the portfolio's market value. Fees are billed quarterly in advance. Clients can terminate the agreement with 30 days' written notice and receive a pro-rated refund of unearned fees. Good Life Advisors also participates in third-party asset management programs where fees are set by the program sponsor.

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Location

423 Main Street, Unit 105, Hartford, CT, 06103

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Nicholas operates Ethos Wealth Management as a DBA for his LPL business, dedicating full-time hours to it. He also owns the office building that houses Ethos Wealth Management and is an IAR for Good Life Advisors, LLC and Ethos Wealth Management, spending full-time hours on these activities.

Employment History
Current Registrations
Good Life Advisors, LLC
June 2016 - Present · 9 yrs 11 mos
LPL Financial LLCBroker
June 2016 - Present · 9 yrs 11 mos
Previous Registrations
Ethos Capital Management, LLC
February 2015 - December 2015 · 10 mos
First Allied Advisory Services, INC.
July 2012 - June 2016 · 3 yrs 11 mos
First Allied Securities, INC.
August 2011 - July 2012 · 11 mos
Rjl Wealth Management, LLC
April 2010 - July 2011 · 1 yr 3 mos
First Allied Securities, INC.Broker
November 2007 - June 2016 · 8 yrs 7 mos
Raymond J. Lucia Companies, INC.
August 2007 - November 2010 · 3 yrs 3 mos
Securities America, INC.Broker
July 2007 - November 2007 · 4 mos
Securities America Advisors, INC.
July 2007 - August 2007 · 1 mo
Brookstreet Capital Management
September 2003 - July 2007 · 3 yrs 10 mos
Brookstreet Securities CorporationBroker
December 2002 - July 2007 · 4 yrs 7 mos
New England SecuritiesBroker
December 2001 - September 2002 · 9 mos
State Registrations18 states
AZCACTFLGAMANCNDNJNYORPASCSDTNTXVAWA
AdvisorBrokerBoth

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
No exam information available for this advisor.