Nicholas A Fyntrilakis

Employer firm

Foundations Investment Advisors LLC CRD 175083

$10.1B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 04/2021 → Present
  Foundations Investment Advisors Llc
  Pheonix, AZ
• 08/2016 → Present
  Mass. Association Of Insurance Agents
  Milford, MA

Other Businesses

1. INSURANCE SALES; INVESTMENT RELATED; MASSACHUSETTS; INSURANCE AGENT; 2021; APPROXIMATELY 40 HRS/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS 2. RENTAL PROPERTY; NOT INVESTMENT RELATED; MA; OWNER; 2010; APPROXIMATELY 5 HRS/MO DURING TRADING HOURS; OWNER OF RENTAL PROPERTIES 3. SIGLOC LLC;

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-01-21