Nicholas Coutros
Professional Summary
Nicholas Coutros, who also goes by Nick Coutros, is a registered financial advisor currently at IMG WEALTH MANAGEMENT, INC. located in Jacksonville, Florida and MADISON AVENUE SECURITIES, LLC located in Jacksonville, Florida. Nicholas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Nicholas has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Nicholas Coutros, Nick Coutros
Similar Advisors
INTELLICAPITAL ADVISORS LLC
LPL ENTERPRISE, LLC
DAVIS CAPITAL MANAGEMENT
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
INTELLICAPITAL ADVISORS LLC
LPL ENTERPRISE, LLC
DAVIS CAPITAL MANAGEMENT
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
INTELLICAPITAL ADVISORS LLC
LPL ENTERPRISE, LLC
DAVIS CAPITAL MANAGEMENT
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
INTELLICAPITAL ADVISORS LLC
LPL ENTERPRISE, LLC
DAVIS CAPITAL MANAGEMENT
Years of Experience
3 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
INTELLICAPITAL ADVISORS LLC
LPL ENTERPRISE, LLC
DAVIS CAPITAL MANAGEMENT
Current Firm
IMG WEALTH MANAGEMENT, INC.
Contact Information
Main Address
8771 Perimeter Park Ct. Suite 102, Jacksonville, FL 32216Phone Number
(904) 731-9955# of Employees
7SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,355AUM (Assets Under Management)
$209,685,185Similar Advisors
INTELLICAPITAL ADVISORS LLC
LPL ENTERPRISE, LLC
DAVIS CAPITAL MANAGEMENT
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.
Similar Advisors
INTELLICAPITAL ADVISORS LLC
LPL ENTERPRISE, LLC
DAVIS CAPITAL MANAGEMENT
Primary Firm SEC Registration
IMG WEALTH MANAGEMENT, INC.
State Registrations and Notice Filings
(5/20/2024)
(5/24/2024)
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.
SRO Registrations
Similar Advisors
INTELLICAPITAL ADVISORS LLC
LPL ENTERPRISE, LLC
DAVIS CAPITAL MANAGEMENT
CRS (Client Relationship Summary) - RIA
Click below to view Nicholas Coutros's CRS (Customer Relationship Summary).
Similar Advisors
INTELLICAPITAL ADVISORS LLC
LPL ENTERPRISE, LLC
DAVIS CAPITAL MANAGEMENT