Valerie Nicole Georgelos
Investment adviser representative at Nuveen Asset Management, LLC
14 yearsExperience
1 stateRegistered in
$280.5BFirm assets
15 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Nuveen Asset Management, LLCMay 2020 to now
- Nuveen Securities, LLCSep 2019 to now
- Oak Lawn Racquet ClubAug 2013 to now
- Nicholas G. Vardalos & Company LLCJan 2016 to Sep 2019
- Saint Xavier UniversityAug 2012 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (IL).
Nuveen Asset Management, LLC
$280.5BAssets managed
65,258Clients
256Advisers
15 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
- 7174554
- Firm CRD
- 155584