Nicholas Simakas is a registered investment advisor at Morgan Stanley, based in Sewickley, PA, with 15 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
2100 Georgetown Drive, Suite 500, Sewickley, PA, 15143
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
May 2018 - Present · 8 yrs
Morgan Stanley
May 2018 - Present · 8 yrs
Previous Registrations
Mdt Advisers, a Division of Federated Mdta LLC
April 2011 - May 2018 · 7 yrs 1 mo
Federated Global Investment Management CORP.
April 2011 - December 2015 · 4 yrs 8 mos
Federated Investment Counseling
March 2011 - May 2018 · 7 yrs 2 mos
Federated Securities CORP.
March 2011 - May 2018 · 7 yrs 2 mos
Federated Securities CORP.Broker
February 2011 - May 2018 · 7 yrs 3 mos
State Registrations28 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.