AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
NB

Nermine Bolos

UNIFIED WEALTH MANAGEMENT
OLDSMAR, FL
·CRD# 5248342·20 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Nermine Magdi Mansour, Nermine M Mansour

Blog Corner

Similar Advisors

TAMPA, FL · CRD#
View profile
Spiros Vassilakos
Spiros Vassilakos

CSENGE ADVISORY GROUP, LLC

Tarpon Springs, FL · CRD#
LG
Lee Robert Gorgas

CHARLES SCHWAB & CO., INC.

Tampa, FL · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Kyle Klatt
Kyle Klatt

CALTON & ASSOCIATES, INC.

TAMPA, FL · CRD#
Spiros Vassilakos
Spiros Vassilakos

CSENGE ADVISORY GROUP, LLC

Tarpon Springs, FL · CRD#
AB
Andrea Leigh Baase

J.W. COLE FINANCIAL, INC.

TAMPA, FL · CRD#
LG
Lee Robert Gorgas

CHARLES SCHWAB & CO., INC.

Tampa, FL · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Kyle Klatt
Kyle Klatt

CALTON & ASSOCIATES, INC.

TAMPA, FL · CRD#
Spiros Vassilakos
Spiros Vassilakos

CSENGE ADVISORY GROUP, LLC

Tarpon Springs, FL · CRD#
AB
Andrea Leigh Baase

J.W. COLE FINANCIAL, INC.

TAMPA, FL · CRD#
LG
Lee Robert Gorgas

CHARLES SCHWAB & CO., INC.

Tampa, FL · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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

Kyle Klatt
Kyle Klatt

CALTON & ASSOCIATES, INC.

TAMPA, FL · CRD#
Spiros Vassilakos
Spiros Vassilakos

CSENGE ADVISORY GROUP, LLC

Tarpon Springs, FL · CRD#
AB
Andrea Leigh Baase

J.W. COLE FINANCIAL, INC.

TAMPA, FL · CRD#
LG
Lee Robert Gorgas

CHARLES SCHWAB & CO., INC.

Tampa, FL · CRD#

Years of Experience

20 years in the financial services industry

Current & Past Employments

UNIFIED WEALTH MANAGEMENT LLC·CRD# 284553
RIA
220 Pine Avenue N Suite A, Oldsmar, FL 34677
June 2, 2021 - Present
W&S BROKERAGE SERVICES, INC.·CRD# 8099
BD
Tampa, FL
June 3, 2020 - February 2, 2021
M&T SECURITIES, INC.·CRD# 17358
BD
Shamokin, PA
November 13, 2006 - June 12, 2009

Similar Advisors

Kyle Klatt
Kyle Klatt

CALTON & ASSOCIATES, INC.

TAMPA, FL · CRD#
Spiros Vassilakos
Spiros Vassilakos

CSENGE ADVISORY GROUP, LLC

Tarpon Springs, FL · CRD#
AB
Andrea Leigh Baase

J.W. COLE FINANCIAL, INC.

TAMPA, FL · CRD#
LG
Lee Robert Gorgas

CHARLES SCHWAB & CO., INC.

Tampa, FL · CRD#

Current Firm

UW
UNIFIED WEALTH MANAGEMENT LLC

UNIFIED WEALTH MANAGEMENT LLC | UNITED WEALTH MANAGEMENT LLC

CRD#: 284553 / SEC#: 801-131522
RIA
Registered Investment Advisory firm - SEC (12/6/2024 Approved)
Florida
Registered Investment Advisory firm - Florida (6/19/2025 Terminated)
New Jersey
Registered Investment Advisory firm - New Jersey (1/10/2025 Terminated)
Texas
Registered Investment Advisory firm - Texas (1/7/2025 Terminated)
Virginia
Registered Investment Advisory firm - Virginia (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).

Contact Information

Main Address

220 Pine Avenue N Suite A, Oldsmar, FL 34677

Phone Number

(727) 216-8051

# of Employees

2

SEC notice filing (4 States and Territories)

Registered to provide investment advisory services in 4 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

UNIFIED WEALTH MANAGEMENT LLC (8/5/2026)

Regulatory Assets Under Management

Total Number of Accounts

972

AUM (Assets Under Management)

$151,261,565

Similar Advisors

Kyle Klatt
Kyle Klatt

CALTON & ASSOCIATES, INC.

TAMPA, FL · CRD#
Spiros Vassilakos
Spiros Vassilakos

CSENGE ADVISORY GROUP, LLC

Tarpon Springs, FL · CRD#
AB
Andrea Leigh Baase

J.W. COLE FINANCIAL, INC.

TAMPA, FL · CRD#
LG
Lee Robert Gorgas

CHARLES SCHWAB & CO., INC.

Tampa, FL · CRD#

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.

Ambassador; Greater Pasco Chamber of Commerce; Investment Related: No; Location: 5443 Main Street. New Port Richey, FL 34652; Description of the business: The Greater Pasco Chamber of Commerce represents local business interests at the state and federal government levels to use the voice of our over 1,000 members to help the businesses in Pasco County.; Responsibilities Duties: Ambassadors actively advocate for the Chamber, communicating the benefits, programs and privileges of becoming a Chamber member. Through enthusiastic Chamber representation, Ambassadors seek opportunities to educate, promote and share the benefits of Chamber membership with the business community.; Start date with business: 2021-08-10; Hours devoted to business during trading hours: 10; Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0; Westshore Chapter Co-Leader; Power Gals Networking Group; Investment Related: No; Urban Centre 4830 W Kennedy Blvd Tampa FL 33609 USA; Description of the business: Power Gals is a women's networking group that helps promote each other and generate new business. It's a networking group for professional women from various industries. The women that attend these meetings are amazing business women that are growing locally with a passion for connecting & helping their communities.; Responsibilities Duties: 1. Assist PowerGals in the support of the PowerGals mission. 2. Facilitate and Co-lead one PowerGals meeting per month for the Westshore Chapter consistently at the same meeting date and time. 3. Communicate with PowerGals prior to any meeting and regarding any cancellations; Start date with business: 2022-03-10; Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 0. Nermine Bolos is an Agent of Ash Brokerage; Investment Related: No; Location: 220 Pine Ave N Oldsmar Florida 34677; Description of the business: Insurance marketing organization platform that allows for the solicitation of life insurance to clients and prospective clients; Responsibilities Duties: Provide life insurance quote, recommendations, and placements for clients and prospective clients; Start date with business: 2023-12-01; Hours per month devoted to business during trading hours: 2; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 5. Nermine Bolos is an Agent of Assurity Life Insurance Company; Investment Related; Location:- 2000 Q Street Lincoln Lincoln NE 68503; Start date: 2024-11-01; Hours per month devoted to business during trading hours: 2; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 5. Nermine Bolos is an Agent at Banner Life & General; Investment related; 3275 Bennett Creek Avenue Frederick Maryland 21704; Start date: 2025-05-15; Description: Life Insurance Company; Responsibilities: Provide quotes, schedule reviews, submit applications, register, and deliver policies; 1 Hour per month devoted to business during trading hours; 1 Hour per month devoted to business outside trading hours; 5 Percent of total yearly compensation expected to be derived from the business. Nermine Bolos is an Agent at Symetra Life Insurance Company; Investment related; 777 108th Ave NE Ste 1200 Bellevue WA 98004-5135; Start date: 2023-11-06; Description: Life Insurance Company; Responsibilities: Provide quotes, review options, assist applications, and support client questions; 2 Hour per month devoted to business during trading hours; 2 Hour per month devoted to business outside trading hours; 5 Percent of total yearly compensation expected to be derived from the business.

Similar Advisors

Kyle Klatt
Kyle Klatt

CALTON & ASSOCIATES, INC.

TAMPA, FL · CRD#
Spiros Vassilakos
Spiros Vassilakos

CSENGE ADVISORY GROUP, LLC

Tarpon Springs, FL · CRD#
AB
Andrea Leigh Baase

J.W. COLE FINANCIAL, INC.

TAMPA, FL · CRD#
LG
Lee Robert Gorgas

CHARLES SCHWAB & CO., INC.

Tampa, FL · CRD#

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".
UW
UNIFIED WEALTH MANAGEMENT LLC

UNIFIED WEALTH MANAGEMENT LLC | UNITED WEALTH MANAGEMENT LLC

CRD#: 284553 / SEC#: 801-131522
RIA
Registered Investment Advisory firm - SEC (12/6/2024 Approved)
Florida
Registered Investment Advisory firm - Florida (6/19/2025 Terminated)
New Jersey
Registered Investment Advisory firm - New Jersey (1/10/2025 Terminated)
Texas
Registered Investment Advisory firm - Texas (1/7/2025 Terminated)
Virginia
Registered Investment Advisory firm - Virginia (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.
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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed May 2021About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 2007About the Series 63 exam

Series 6TO — Investment Company Products/Variable Contracts Representative Examination

Passed Jun 2020About the Series 6TO exam

SIE — Securities Industry Essentials Examination

Passed Dec 2019About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Nov 2006About the Series 6 exam

Similar Advisors

Kyle Klatt
Kyle Klatt

CALTON & ASSOCIATES, INC.

TAMPA, FL · CRD#
Spiros Vassilakos
Spiros Vassilakos

CSENGE ADVISORY GROUP, LLC

Tarpon Springs, FL · CRD#
AB
Andrea Leigh Baase

J.W. COLE FINANCIAL, INC.

TAMPA, FL · CRD#
LG
Lee Robert Gorgas

CHARLES SCHWAB & CO., INC.

Tampa, FL · CRD#

CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

Similar Advisors

Kyle Klatt
Kyle Klatt

CALTON & ASSOCIATES, INC.

TAMPA, FL · CRD#
Spiros Vassilakos
Spiros Vassilakos

CSENGE ADVISORY GROUP, LLC

Tarpon Springs, FL · CRD#
AB
Andrea Leigh Baase

J.W. COLE FINANCIAL, INC.

TAMPA, FL · CRD#
LG
Lee Robert Gorgas

CHARLES SCHWAB & CO., INC.

Tampa, FL · CRD#
NB
Follow Nermine
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required