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Nicholas Stathes

CROSSOVER CAPITAL LLC·BERWYN, Pennsylvania
Unclaimed Profile
899 CASSATT ROAD, BERWYN, PA 19312CRD# 7728496Firm CRD# 326625
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CROSSOVER CAPITAL BRANDS LLC
CROSSOVER CAPITAL
AUM
$122M
Regulatory assets under management
Employees
2
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
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: FINANCIAL PLANNING AND CONSULTING
Regulatory
SEC/IARD CRD# 7728496
Firm CRD# 326625
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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