NC
Nicholas Coutros
IMG WEALTH MANAGEMENT
Jacksonville, FL 32216
Some features on this profile are disabled
CRD#: 7554012
NC
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.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Nick Coutros
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.
1.) Name: Investment Management Group; Address: 8771 Perimeter Park Court, Suite 103, Jacksonville, FL 32216; Investment Related: Yes; Position: Associate Advisor; Duties: Associate Advisor - Update Client Accounts, Answer Inbound Calls, etc.; Hours Per Week: 40 Hours; Start Date: 5/20/2024 2.) Name: IMG Wealth Management, Inc: Address: 8771 Perimeter Park Court, Suite 103, Jacksonville, FL 32216; Investment Related: Yes; Position: Investment Advisor Representative; Duties: Investment Advisor Representative, Financial Advisor, Client Prospecting, and Portfolio Maintenance; Hours Per Week: 25 Hours; Start Date: 5/20/2024
CRS (Client Relationship Summary) - RIA
Click below to view Nicholas Coutros's 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®
NoneExperience
Current
May 24, 2024 - Present
IMG WEALTH MANAGEMENT, INC.
Office #1: 8771 Perimeter Park Ct. Suite 102, Jacksonville, FL 32216RIA
CRD#: 285966
Jacksonville, FL
Current
May 20, 2024 - Present
MADISON AVENUE SECURITIES, LLC
Office #1: 8771 Perimeter Park Court Suite 103, Jacksonville, FL 32216RIA
BD
CRD#: 23224
Jacksonville, FL
Past
October 9, 2023 - December 14, 2023
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
Orlando, FL
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".
IW
IMG WEALTH MANAGEMENT, INC.
IMG WEALTH MANAGEMENT, INC.
CRD#: 285966 / SEC#: 801-129719
RIA
Registered Investment Advisory firm - (3/21/2024 Approved)Florida
Registered Investment Advisory firm - (3/26/2024 Terminated)Georgia
Registered Investment Advisory firm - (4/3/2024 Terminated)North Carolina
Registered Investment Advisory firm - (3/28/2024 Terminated)Texas
Registered Investment Advisory firm - (3/26/2024 Terminated)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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(5/20/2024)
IAR
Florida(5/24/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/9/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
IW
IMG WEALTH MANAGEMENT, INC.
IMG WEALTH MANAGEMENT, INC.
CRD#: 285966 / SEC#: 801-129719
RIA
Registered Investment Advisory firm - (3/21/2024 Approved)Florida
Registered Investment Advisory firm - (3/26/2024 Terminated)Georgia
Registered Investment Advisory firm - (4/3/2024 Terminated)North Carolina
Registered Investment Advisory firm - (3/28/2024 Terminated)Texas
Registered Investment Advisory firm - (3/26/2024 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
8771 Perimeter Park Ct. Suite 102, Jacksonville, FL 32216
Mailing Address
Phone number
(904) 731-9955
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,239 |
| AUM (Assets Under Management) | $ 201,210,616 |
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.
Company Information
IMG WEALTH MANAGEMENT, INC.
CRD#: 285966Jacksonville, FL 32216TRUST BUT VERIFY
Monitor Nicholas Coutros
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
