Nicholas Giannakopoulos
Investment adviser representative at Total Wealth Services, LLC
13 yearsExperience
1 stateRegistered in
$186.1MFirm assets
2 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Total Wealth Services, LLCFeb 2026 to now
- Total Wealth Tax, PcFeb 2026 to now
- Ameriprise Financial Services LLCNov 2025 to Feb 2026
- Equals TrueJan 2025 to Sep 2025
- StudentAug 2021 to Jun 2023
- SolenisMay 2021 to Aug 2021
- Nvs Public RelationsApr 2018 to Dec 2024
- Great Lakes NutritionMar 2017 to Jun 2021
- StudentAug 2013 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Total Wealth Services, LLC
$186.1MAssets managed
162Clients
7Advisers
2 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
- 8182352
- Firm CRD
- 331833