Nicholas Stamatis
Nicholas Stamatis is a registered investment advisor at Newedge Advisors, based in Franklin, TN, with 20 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 42,946 clients with $27B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NewEdge Advisors manages investments through a wrap fee program. Clients pay a single annual fee, not to exceed 2.50%, which covers investment advice and custodial transaction costs. The fee is calculated based on the value of the account and is billed quarterly in advance. Fees are negotiable. Clients may pay more for the wrap fee service than they would for non-wrap services, depending on their account's trading activity.
Location
751 Cool Springs Blvd, Ste 200, Franklin, TN, 37067
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2024Other Business ActivitiesSells Insurance
Nicholas owns commercial and residential real estate, some of which is investment-related. He also works as an independent insurance broker and is a member of CRS Partners LLC and P2 Real Estate Partners LLC, dedicating minimal time to these business ownership roles.
Employment History
Current Registrations
Newedge Securities, LLC
Newedge Advisors
Newedge Securities, LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
State Registrations22 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.