Nicolas John Samarkos
Investment adviser representative at Agw Capital Advisors
12 yearsExperience
1 stateRegistered in
$1.7BFirm assets
17 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Agw Capital AdvisorsAug 2024 to now
- Grant ThorntonJun 2023 to Aug 2023
- University of PittsburghAug 2022 to May 2024
- BNY MellonAug 2021 to Aug 2022
- University of PittsburghJun 2017 to May 2021
- Tower Dental AssociatesJan 2014 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
Agw Capital Advisors
Legal name: Annis Gardner Whiting Capital Advisors LLC
$1.7BAssets managed
142Clients
14Advisers
17 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
- 7975203
- Firm CRD
- 150570