Nicholas Kolitsidas

Professional summary

Nicholas Kolitsidas is a registered financial advisor currently at GOOD LIFE ADVISORS, LLC located in Hartford, Connecticut and LPL FINANCIAL LLC located in Hartford, Connecticut.

Nicholas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Nicholas has worked at 11 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) 04/06/2016 - Ethos Wealth Management - DBA for LPL Business (entity for LPL business) - inv rel - at reported business locations - start: 05/01/2016 - 160 hr/mth, 100% 2) 04/06/2016 - Real Estate Rental - non inv rel - 423 Main Street Hartford CT 06103 - Owner of the office building which houses his financial planning practice Ethos Wealth Management - start: 05/01/2016 - 5 hr/mth 3) 06/15/2016 * Good Life Advisors, LLC * Registered Investment Advisor Hybrid * (HYBRID) Good Life Advisors, LLC * inv. rel. * 30 Commerce Drive Wyomissing PA 19610 * IAR- 1. Y 2. Y 3. N * start 05/01/2016 * time spent 100% 4) 06/15/2016 * Ethos Wealth Management * Registered Investment Advisor DBA * inv. rel. * 423 Main Street Hartford CT 06103 * IAR- 1. Ethos Wealth Management 2. Y 3. Y 4. Y * start 05/01/2016 * time spent 100%

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas Kolitsidas's CRS (Customer Relationship Summary).

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®

None

Experience

Current

June 15, 2016 - Present

GOOD LIFE ADVISORS, LLC

Office #1: 423 Main Street Unit 105, Hartford, CT 06103

RIA

CRD#: 171898

Hartford, CT

Current

June 9, 2016 - Present

LPL FINANCIAL LLC

Office #1: 423 Main Street, Ste. 105, Hartford, CT 06103

RIA

BD

CRD#: 14667

WESTPORT, CT

Past

December 6, 2001 - September 25, 2002

NEW ENGLAND SECURITIES

BD

CRD#: 615

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GL

GOOD LIFE ADVISORS, LLC

CRD#: 171898 / SEC#: 801-80003

RIA

Registered Investment Advisory firm - (7/7/2014 Approved)

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.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR

Arizona
(6/9/2016)

RR

California
(6/9/2016)

RR

Connecticut
(6/13/2016)

IAR

Connecticut
(6/15/2016)

RR

Florida
(6/9/2016)

RR

Georgia
(1/5/2024)

RR

Massachusetts
(1/11/2022)

RR

New Jersey
(6/9/2016)

RR

New York
(6/9/2016)

RR

North Carolina
(6/9/2016)

RR

North Dakota
(6/9/2016)

RR

Oregon
(6/9/2016)

RR

Pennsylvania
(6/9/2016)

RR

South Carolina
(7/13/2023)

RR

South Dakota
(2/4/2021)

IAR

Texas
(1/8/2021)

RR

Virginia
(6/9/2016)

RR

Washington
(6/9/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Current Firm

GL

GOOD LIFE ADVISORS, LLC

CRD#: 171898 / SEC#: 801-80003

RIA

Registered Investment Advisory firm - (7/7/2014 Approved)

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Contact information

Main Address

2395 Lancaster Pike, Reading, PA 19607

Mailing Address

Phone number

(610) 898-6927

Established

Firm type

Fiscal year end

# of Employees

140

SEC notice filing (44 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GOOD LIFE ADVISORS FIRM DISCLOSURE BROCHURE (ADV 2A WITH APPENDIX 1) (4/7/2025)

Regulatory assets under management

Total Number of Accounts	18,113
AUM (Assets Under Management)	$ 3,486,583,189

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas Kolitsidas's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

ETHOS CAPITAL MANAGEMENT, LLC

FIRST ALLIED ADVISORY SERVICES, INC.

FIRST ALLIED SECURITIES, INC.

LUCIA CAPITAL GROUP

FIRST ALLIED SECURITIES, INC.

RAYMOND J. LUCIA COMPANIES, INC.

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

BROOKSTREET SECURITIES CORPORATION

BROOKSTREET SECURITIES CORPORATION

NEW ENGLAND SECURITIES

Primary Firm SEC Registration

GOOD LIFE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/4/2003

Series 63

Date: 12/8/2001

SIE

Date: 10/1/2018

Series 7

Date: 9/11/2002

Series 6

Date: 12/5/2001

FINRA

Current Firm

GOOD LIFE ADVISORS, LLC

Contact information

SEC notice filing (44 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GOOD LIFE ADVISORS, LLC

TRUST BUT VERIFY

Contact information

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