Menelaos N. Fotiou

SECURE WEALTH

Burlington, NC

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CRD#: 7531299

Professional summary

Menelaos Nikolaos Fotiou, who also goes by Manny Fotiou, is a registered financial advisor currently at SECURE WEALTH, INC. located in Burlington, North Carolina.

Menelaos is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Menelaos has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Manny Fotiou

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.

Owner of Olympic Golden Retirements 2001 Life Insurance, Annuites, Long Term Care, Retirement Income Planning. I receive commissions for the sales of life, insurance, annuities, and long-term care insurance. Primary focus of business of 180 hours monthly is focused with securities.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Menelaos Nikolaos Fotiou'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

August 31, 2025 - Present

SECURE WEALTH, INC.

RIA

CRD#: 290572

Burlington, NC

Past

November 9, 2022 - March 4, 2024

SECURE WEALTH, INC.

RIA

CRD#: 290572

BURLINGTON, NC

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".

SECURE WEALTH, INC.

SECURE WEALTH PLANNING GROUP | SECURE WEALTH, INC.

CRD#: 290572 / SEC#: 801-134047

RIA

Registered Investment Advisory firm - (7/30/2025 Approved)

California

Registered Investment Advisory firm - (9/14/2025 Terminated)

Florida

Registered Investment Advisory firm - (10/31/2025 Terminated)

North Carolina

Registered Investment Advisory firm - (8/27/2025 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

North Carolina
(8/31/2025)

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: 11/17/2021

Uniform Investment Adviser Law Examination

Current Firm

SECURE WEALTH, INC.

SECURE WEALTH PLANNING GROUP | SECURE WEALTH, INC.

CRD#: 290572 / SEC#: 801-134047

RIA

Registered Investment Advisory firm - (7/30/2025 Approved)

California

Registered Investment Advisory firm - (9/14/2025 Terminated)

Florida

Registered Investment Advisory firm - (10/31/2025 Terminated)

North Carolina

Registered Investment Advisory firm - (8/27/2025 Terminated)

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Contact information

Main Address

7280 W. Palmetto Park Road Suite 201n, Boca Raton, FL 33433

Mailing Address

Phone number

(561) 340-2667

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A (10/29/2025)

Regulatory assets under management

Total Number of Accounts	233
AUM (Assets Under Management)	$ 113,000,000

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.

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Menelaos N. Fotiou

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Menelaos Nikolaos Fotiou's CRS (Customer Relationship Summary).

Certified licenses

Experience

SECURE WEALTH, INC.

SECURE WEALTH, INC.

Primary Firm SEC Registration

SECURE WEALTH, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/17/2021

Current Firm

SECURE WEALTH, INC.

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SECURE WEALTH, INC.

TRUST BUT VERIFY

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