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Nicholas William Papageorge

Investment adviser representative at Epg Incorporated
10 yearsExperience
1 stateRegistered in
$3.2BFirm assets
30 yearsFirm 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 assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

10 years in the industry.

  1. Epg, IncorporatedSep 2020 to now
  2. UnemployedJun 2020 to Aug 2020
  3. Bentley UniversityAug 2019 to May 2020
  4. Boston Advisors LLCJun 2019 to Aug 2019
  5. Bentley UniversitySep 2018 to Jul 2019
  6. Morgan StanelyMay 2018 to Aug 2018
  7. Bentley UniversitySep 2017 to May 2018
  8. Old NavyJun 2017 to Sep 2017
  9. Bentley UniversityAug 2016 to May 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2021

State registrations

Registered as an investment adviser representative in 1 state (MA).

Epg Incorporated

Legal name: E.P.G., Incorporated

$3.2BAssets managed
72Clients
4Advisers
30 yearsIn 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
6938318
Firm CRD
106821
Advisor's SEC record (opens in a new tab)
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