Nermine Bolos
Investment adviser representative at Unified Wealth Management LLC
12 yearsExperience
3 statesRegistered in
$151.3MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Unified Wealth Management, LLCJan 2021 to now
- Trinity Angels, LLCSep 2020 to now
- W&s Brokerage ServicesJan 2020 to Jan 2021
- Western & Southern LifeDec 2019 to Jan 2021
- Western Southern LifeDec 2019 to Jan 2021
- PrimericaApr 2019 to Dec 2019
- Unemployed/homemakerJan 2014 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 3 states (FL, NJ, TX).
Unified Wealth Management LLC
$151.3MAssets managed
327Clients
2Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5248342
- Firm CRD
- 284553