NISIOTIS, MICHAEL
Firm details
- Headquarters
- ,
- CRD number
- 311793
- Website
- surpassyourselfadvisors.com
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial PlanningPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Nisiotis, Michael operates as a sole proprietorship and is classified as an independent Registered Investment Advisor (RIA). The firm primarily caters to individuals and families, providing a range of financial planning services. Its business activities also include acting as an insurance broker, which complements its advisory services. Nisiotis, Michael engages in educational initiatives such as seminars and workshops, as well as the publication of periodicals or newsletters, aimed at enhancing client knowledge and engagement. The firm does not focus on ESG investments and does not operate as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Michael Nisiotis
Founder & Managing DirectorCRD 7318884
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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