Unclaimed Profile

Kostas Cheliotis

NASSAU PRIVATE CREDIT LLC·DARIEN, Connecticut

Clean recordNASSAU PRIVATE CREDIT LLC

17 OLD KINGS HIGHWAY SOUTH, DARIEN, CT 06820CRD# 6765847Firm CRD# 300220

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kostas Cheliotis · DARIEN, CT

Registration

CRD #6765847 · NASSAU PRIVATE CREDIT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kostas Cheliotis is a registered financial advisor based in DARIEN, Connecticut, affiliated with NASSAU PRIVATE CREDIT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

NASSAU PRIVATE CREDIT LLC

AUM

$1.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at NASSAU PRIVATE CREDIT LLC →

Services

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6765847

Firm CRD# 300220

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Frequently Asked Questions

What services does Kostas Cheliotis offer?

Kostas Cheliotis specializes in Retirement Planning, Wealth Management. Contact their office in DARIEN, Connecticut for a consultation.

What are Kostas Cheliotis's credentials?

Kostas Cheliotis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kostas Cheliotis located?

Kostas Cheliotis is based in DARIEN, Connecticut, working with NASSAU PRIVATE CREDIT LLC. Their office serves clients in the DARIEN metropolitan area and surrounding communities.

How does Kostas Cheliotis charge for services?

Kostas Cheliotis's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NASSAU PRIVATE CREDIT LLC?

NASSAU PRIVATE CREDIT LLC has approximately 6 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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