Unclaimed Profile

Nicholas Stathes

CROSSOVER CAPITAL LLC·BERWYN, Pennsylvania

Clean recordCROSSOVER CAPITAL LLC

899 CASSATT ROAD, BERWYN, PA 19312CRD# 7728496Firm CRD# 326625

Profile Verification

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

Identity

Nicholas Stathes · BERWYN, PA

Registration

CRD #7728496 · CROSSOVER CAPITAL LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Nicholas Stathes is a registered financial advisor based in BERWYN, Pennsylvania, affiliated with CROSSOVER CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

CROSSOVER CAPITAL BRANDS LLC

CROSSOVER CAPITAL

AUM

$122M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CROSSOVER CAPITAL BRANDS LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Other: FINANCIAL PLANNING AND CONSULTING

Regulatory

SEC/IARD CRD# 7728496

Firm CRD# 326625

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Nicholas Stathes offer?

Nicholas Stathes specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BERWYN, Pennsylvania for a consultation.

What are Nicholas Stathes's credentials?

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

Where is Nicholas Stathes located?

Nicholas Stathes is based in BERWYN, Pennsylvania, working with CROSSOVER CAPITAL LLC. Their office serves clients in the BERWYN metropolitan area and surrounding communities.

How does Nicholas Stathes charge for services?

Nicholas Stathes's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: financial planning and consulting. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CROSSOVER CAPITAL LLC?

CROSSOVER CAPITAL LLC has approximately 2 employees and manages $122M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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