Nicholas Ioannis Mavlios

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2020 → 09/2021
  Equitable Advisors, Llc
  New York, NY
• 08/2020 → 12/2020
  Unemployed
  Delray Beach, FL
• 08/2016 → 07/2020
  Florida State University
  Tallahassee, FL
• 08/2019 → 03/2020
  Ruffalo Noel Levitz
  Tallahassee, FL
• 06/2017 → 08/2017
  Panera Bread
  Boynton Beach, FL
• 09/2021 → Present
  Fisher Investments
  Tampa, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-06-12

Other Names

• Nicholas Mavlios