Nermine Bolos

UNIFIED WEALTH MANAGEMENT LLC

Oldsmar, FL 34677

Some features on this profile are disabled

CRD#: 5248342

Professional summary

Nermine Bolos, who also goes by Nermine Magdi Mansour, Nermine M Mansour, is a registered financial advisor currently at UNIFIED WEALTH MANAGEMENT LLC located in Oldsmar, Florida.

Nermine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Nermine has worked at 3 firms and has passed the Series 65, Series 63, Series 6TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nermine Magdi Mansour | Nermine M Mansour

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nermine Bolos'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 2, 2021 - Present

UNIFIED WEALTH MANAGEMENT LLC

Office #1: 220 Pine Avenue N Suite A, Oldsmar, FL 34677

RIA

CRD#: 284553

Oldsmar, FL

Past

June 3, 2020 - February 2, 2021

W&S BROKERAGE SERVICES, INC.

CRD#: 8099

TAMPA, FL

Past

November 13, 2006 - June 12, 2009

M&T SECURITIES, INC.

CRD#: 17358

SHAMOKIN, PA

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".

UNIFIED WEALTH MANAGEMENT LLC

UNIFIED WEALTH MANAGEMENT LLC | UNITED WEALTH MANAGEMENT LLC

CRD#: 284553 / SEC#: 801-131522

RIA

Registered Investment Advisory firm - (12/6/2024 Approved)

Florida

Registered Investment Advisory firm - (6/19/2025 Terminated)

New Jersey

Registered Investment Advisory firm - (1/10/2025 Terminated)

Texas

Registered Investment Advisory firm - (1/7/2025 Terminated)

Virginia

Registered Investment Advisory firm - (1/11/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Florida
(6/2/2021)

IAR

New Jersey
(12/12/2024)

IAR

Texas
(11/18/2021)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/1/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/23/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 6/3/2020

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 12/28/2019

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 11/10/2006

Investment Company Products/Variable Contracts Representative Examination

Current Firm

UNIFIED WEALTH MANAGEMENT LLC

UNIFIED WEALTH MANAGEMENT LLC | UNITED WEALTH MANAGEMENT LLC

CRD#: 284553 / SEC#: 801-131522

RIA

Registered Investment Advisory firm - (12/6/2024 Approved)

Florida

Registered Investment Advisory firm - (6/19/2025 Terminated)

New Jersey

Registered Investment Advisory firm - (1/10/2025 Terminated)

Texas

Registered Investment Advisory firm - (1/7/2025 Terminated)

Virginia

Registered Investment Advisory firm - (1/11/2025 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

220 Pine Avenue N Suite A, Oldsmar, FL 34677

Mailing Address

Phone number

(727) 216-8051

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

UNIFIED WEALTH MANAGEMENT LLC (2/2/2026)

Regulatory assets under management

Total Number of Accounts	913
AUM (Assets Under Management)	$ 113,036,893

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Similar Advisors

John Valencia

LPL FINANCIAL LLC

IAR

LARGO, FL

Spiros Vassilakos

CSENGE ADVISORY GROUP, LLC

IAR

Tarpon Springs, FL

Lee Gorgas

CHARLES SCHWAB & CO., INC.

IAR

Tampa, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Nermine Bolos

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nermine Bolos's CRS (Customer Relationship Summary).

Certified licenses

Experience

W&S BROKERAGE SERVICES, INC.

M&T SECURITIES, INC.

Primary Firm SEC Registration

UNIFIED WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/1/2021

Series 63

Date: 1/23/2007

Series 6TO

Date: 6/3/2020

SIE

Date: 12/28/2019

Series 6

Date: 11/10/2006

Current Firm

UNIFIED WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

UNIFIED WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

Similar Advisors