NA
CFA
NA
CFA

Nikolas Atsalis

12 Years of Experience
Boston, MA
Broker

Nikolas Atsalis is a CFA-designated registered investment advisor at Victory Capital Management INC., based in Boston, MA, with 12 years of industry experience. Nikolas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2,558 clients with $150B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
106 advisors
Number of Clients
2,558 clients
Average Client Portfolio
$59.5M average
Assets Under Management
$152.3B

Fee Structure

Investment management only (planning not offered)

Victory Capital Management's fees are based on a percentage of the assets they manage. The specific percentage varies depending on the investment strategy and the size of the account. Fees may be negotiable in certain situations. VCM may also agree to fixed fee arrangements. VCM may impose minimum account sizes and minimum annual fees. The fees for investment management of mutual funds, ETFs and other pooled investment vehicles are different from the fees for separate accounts. Some accounts may also pay performance-based fees.

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Location

60 State Street, Boston, MA, 02109

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History

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.

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Employment History
Current Registrations
Victory Capital Management INC.
September 2025 - Present · 8 mos
Victory Capital Services, INC.Broker
April 2025 - Present · 1 yr 1 mo
Previous Registrations
Amundi Asset Management US, INC.
January 2021 - April 2025 · 4 yrs 3 mos
Amundi Pioneer Institutional Asset Management, INC.
October 2014 - December 2020 · 6 yrs 2 mos
Amundi Distributor US, INC.Broker
October 2014 - April 2025 · 10 yrs 6 mos
Signator Investors, INC.Broker
December 2013 - September 2014 · 9 mos
State Registrations52 states
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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.