NP
NP

Nikolas Papageorge

8 Years of Experience
Palm Beach Gardens, FL
Broker

Nikolas Papageorge is a registered investment advisor at Raymond James & Associates, INC., based in Palm Beach Gardens, FL, with 8 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

3399 Pga Blvd., Suite 200, Palm Beach Gardens, FL, 33410

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History

Regulatory History
Clean regulatory record

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

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Employment History
Current Registrations
Raymond James & Associates, INC.
August 2023 - Present · 2 yrs 9 mos
Raymond James & Associates, INC.Broker
July 2023 - Present · 2 yrs 10 mos
Previous Registrations
UBS Financial Services INC.Broker
December 2020 - August 2023 · 2 yrs 8 mos
UBS Financial Services INC.
December 2020 - August 2023 · 2 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2017 - December 2020 · 3 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2017 - December 2020 · 3 yrs 6 mos
State Registrations10 states
AZCAFLIDKYNJNVNYSCTX
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.