NE
Nick Elovitz
PORTUS CAPITAL MANAGEMENT
Upper Marlboro, MD 20774
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CRD#: 4413225
NE
Professional summary
Nick Elovitz, who also goes by Nicholas L Elovitz, Nicholas Loran Elovitz, is a registered financial advisor currently at PORTUS CAPITAL MANAGEMENT, LLC located in Upper Marlboro, Maryland.
Nick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Nick has worked at 10 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Nicholas L Elovitz | Nicholas Loran Elovitz
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. BLUE CROSS BLUE SHIELD OF TN, FINANCIAL PRODUCTS, 7101 EXECUTIVE CENTER DRIVE, BLDG 5, STE 175 BRENTWOOD TN, 37027, NOT INVESTMENT RELATED, HEALTH INSURANCE SALES AGNE 09/2010 5 HRS PER MONTH. ADVISE CLIENTS; 2. JASON GRUBBS CPA; NO; 7101 EXECUTIVE CETNER DRIVE, BLDG 5, STE 175 BRENTWOOD, TN 37027; TAX PLANNING; SOLICITOR; 10/26/10; 5HRS; 5HRS; SOLICITING MY INSURANCE AND INVESTMENT CLIENTS TO DO BUSINESS WITH HIM. 3) Air BnB rental-Not investment related-610 Merritt #120, Nashville, TN 37023-Rental of residence-Owner-5 hrs/mth-5 during trading hrs-Rents residence for a per night rate. 4. Medicare Advantage and Supplemental Plan Sales. Not Investment Related. 1241 Martin Street, Nashville, TN 37203. Insurance Sales. Agent. 07/2017. 10 Hrs/Mo; 5 During Trading Hours. Selling Medicare Advantage and Supplemental Plans. 5. Nick Elovitz is a Sole Proprietor at Nick Elovitz Real Estate, LLC; Investment Related: No; Location: 9604 Weshire Drive UPPER MARLBORO Maryland 20774-2701; Description of the business: Purchasing, rehabilitating; selling real estate properties; Start date: 2024-10-16; Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 25; Contact person at the organization: Nick Elovitz. 6. Nick Elovitz Substitute Teacher; Investment related: No; Location: 9604 Weshire Drive Upper Marlboro Maryland 20774; Start date: 2024-04-08; Description: Substitute teaching at my daughters Catholic school; Duties: teaching Catholic curriculum; Hours per month devoted to business during trading hours: 6.5; Hours per month devoted to business outside trading hours: 1.5; Percentage of total yearly compensation expected to be derived from the business: 1; Website address for the organization: https://www.arlingtondiocese.org/.
CRS (Client Relationship Summary) - RIA
Click below to view Nick Elovitz's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 16, 2016 - Present
PORTUS CAPITAL MANAGEMENT, LLC
Office #1: 9604 Weshire Drive, Upper Marlboro, MD 20774Office #2: 215 Ward Circle, Suite 107, Brentwood, TN 37027RIA
CRD#: 285689
Upper Marlboro, MD
Past
October 5, 2010 - October 9, 2020
PKS ADVISORY SERVICES, LLC
RIA
CRD#: 125648
ALBANY, NY
Past
October 1, 2010 - October 7, 2020
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
BRENTWOOD, TN
Past
April 20, 2009 - October 1, 2010
WOODBURY FINANCIAL SERVICES, INC.
RIA
CRD#: 421
BRENTWOOD, TN
Past
April 17, 2009 - October 1, 2010
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
BRENTWOOD, TN
Past
March 1, 2006 - January 15, 2009
U.S. BANCORP ADVISORS, LLC
RIA
CRD#: 14455
STOCKTON, CA
Past
March 1, 2006 - January 15, 2009
U.S. BANCORP ADVISORS, LLC
BD
CRD#: 14455
STOCKTON, CA
Past
July 27, 2005 - February 23, 2006
U.S. BANCORP INVESTMENTS, INC.
BD
CRD#: 17868
INCLINE VILLAGE, NV
Past
May 16, 2003 - June 13, 2005
SII INVESTMENTS, INC.
BD
CRD#: 2225
APPLETON, WI
Past
June 14, 2002 - September 30, 2003
LUKEN INVESTMENT GROUP, INC.
BD
CRD#: 47009
NASHVILLE, TN
Past
October 19, 2001 - May 23, 2002
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
October 19, 2001 - May 23, 2002
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Maryland(10/25/2023)
IAR
Tennessee(11/16/2016)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/20/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Current Firm
PC
PORTUS CAPITAL MANAGEMENT, LLC
PORTUS CAPITAL MANAGEMENT, LLC
CRD#: 285689 / SEC#:
Maryland
Registered Investment Advisory firm - (10/25/2023 Approved)Tennessee
Registered Investment Advisory firm - (11/2/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
215 Ward Circle, Suite 107, Brentwood, TN 37027
Mailing Address
Phone number
(615) 472-1194
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 596 |
| AUM (Assets Under Management) | $ 82,275,466 |
Red Flags
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Company Information
PORTUS CAPITAL MANAGEMENT, LLC
CRD#: 285689Upper Marlboro, MD 20774TRUST BUT VERIFY
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