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

Chris Nmn Theodoridis

BELZBERG & CO.
NEW YORK, NY
·CRD# 7481212·4 years experience

Professional Summary

Chris Nmn Theodoridis, who also goes by Christos Nmn Theodoridis, Christos Theodoridis, is a registered financial advisor currently at BELZBERG & CO. located in New York, New York and BELZBERG CAPITAL located in New York, New York. Chris is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Chris has worked at 2 firms and has passed the Series 66, Series 99TO, Series 79TO, Series...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Christos Nmn Theodoridis, Christos Theodoridis

Blog Corner

Similar Advisors

Elizabeth Katz Miller
Elizabeth Katz Miller

SUMMIT PLACE FINANCIAL ADVISORS, LLC

SUMMIT, NJ · CRD#
View profile
Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Elizabeth Katz Miller
Elizabeth Katz Miller

SUMMIT PLACE FINANCIAL ADVISORS, LLC

SUMMIT, NJ · CRD#
Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#

Contact Information

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

Similar Advisors

Elizabeth Katz Miller
Elizabeth Katz Miller

SUMMIT PLACE FINANCIAL ADVISORS, LLC

SUMMIT, NJ · CRD#
Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · 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

Elizabeth Katz Miller
Elizabeth Katz Miller

SUMMIT PLACE FINANCIAL ADVISORS, LLC

SUMMIT, NJ · CRD#
Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#

Years of Experience

4 years in the financial services industry

Current & Past Employments

BELZBERG & CO.·CRD# 315114
RIA
680 Fifth Avenue 24th Floor, New York, NY 10019
December 4, 2025 - Present
BELZBERG CAPITAL·CRD# 321600
BD
680 5th Ave Floor 24, New York, NY 10019
June 23, 2023 - Present

Similar Advisors

Elizabeth Katz Miller
Elizabeth Katz Miller

SUMMIT PLACE FINANCIAL ADVISORS, LLC

SUMMIT, NJ · CRD#
Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#

Current Firm

B&
BELZBERG & CO.

BELZBERG & CO. | BELZBERG INVESTMENTS LLC

CRD#: 315114 / SEC#: 801-122124
RIA
Registered Investment Advisory firm - SEC (8/20/2021 Approved)

Contact Information

Main Address

680 Fifth Avenue 24th Floor, New York, NY 10019

Phone Number

(212) 390-9768

# of Employees

22

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

BELZBERG INVESTMENTS LLC ADV PART 2A BROCHURE (5/6/2026)

Regulatory Assets Under Management

Total Number of Accounts

121

AUM (Assets Under Management)

$2,327,000,000

Similar Advisors

Elizabeth Katz Miller
Elizabeth Katz Miller

SUMMIT PLACE FINANCIAL ADVISORS, LLC

SUMMIT, NJ · CRD#
Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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) EVERGERG CAPITAL PARTNERS - INVESTMENT RELATED - NEW YORK, NY - PRIVATE CREDIT FUND STRUCTURED AS AN RIA - COO, CCO & GC - 11/2021 - 80 HRS - 80 HRS - CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, AND GENERAL COUNSEL OF PRIVATE CREDIT FUND STRUCTURED AS AN RIA, LEADING ALL COMPLIANCE, OPERATIONAL, AND LEGAL FUNCTIONS. 2) BELZBERG INVESTMENTS LLC (DBA BELZBERG & CO.) - NEW YORK, NY - REGISTERED INVESTMENT ADVISER - CCO & GC - 11/2021 - 80 HOURS - 80 HOURS - CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL OF MULTI-FAMILY OFFICE STRUCTURED AS AN RIA, LEADING ALL COMPLIANCE AND LEGAL FUNCTIONS.

Similar Advisors

Elizabeth Katz Miller
Elizabeth Katz Miller

SUMMIT PLACE FINANCIAL ADVISORS, LLC

SUMMIT, NJ · CRD#
Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · 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".
B&
BELZBERG & CO.

BELZBERG & CO. | BELZBERG INVESTMENTS LLC

CRD#: 315114 / SEC#: 801-122124
RIA
Registered Investment Advisory firm - SEC (8/20/2021 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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
IAR
California
(7/17/2026)
IAR
Florida
(8/20/2026)
RR
New York
(7/31/2023)
IAR
New York
(12/4/2025)
IAR
Texas
(7/17/2026)

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.

Exams

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

Series 66 — Uniform Combined State Law Examination

Passed Oct 2022About the Series 66 exam

Series 99TO — Operations Professional Examination

Passed Jun 2023About the Series 99TO exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Nov 2022About the Series 79TO exam

Series 7TO — General Securities Representative Examination

Passed Jul 2022About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed May 2022About the SIE exam

Series 14 — Compliance Officer Examination

Passed Apr 2026About the Series 14 exam

Series 24 — General Securities Principal Examination

Passed Sep 2022About the Series 24 exam
FINRA
SRO Registrations

Similar Advisors

Elizabeth Katz Miller
Elizabeth Katz Miller

SUMMIT PLACE FINANCIAL ADVISORS, LLC

SUMMIT, NJ · CRD#
Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Chris Nmn Theodoridis's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Elizabeth Katz Miller
Elizabeth Katz Miller

SUMMIT PLACE FINANCIAL ADVISORS, LLC

SUMMIT, NJ · CRD#
Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#
CT
Follow Chris
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required