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Nicholas James Drizos

Horizon Wealth Advisors

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About Nicholas James Drizos

Nicholas Drizos is an investment advisor representative with Horizon Wealth Advisors. Nicholas has been in the industry since 1995 and has been registered with Horizon Wealth Advisors since 2008. Nicholas is also a licensed insurance agent. Nicholas holds the Series 52, 63, and 65 licenses. He is registered in Florida and Pennsylvania. Nicholas specializes in providing financial planning and portfolio management services to individuals, businesses, and pension plans. Nicholas has over 20 years of experience in the financial services industry and is committed to providing his clients with personalized, comprehensive financial advice.

Firm Information

Nicholas Drizos is currently registered with Horizon Wealth Advisors. Horizon Wealth Advisors is an investment advisor registered with the SEC with 7 investment adviser representatives. The firm manages approximately $187,554,934 in discretionary and non-discretionary assets. Horizon Wealth Advisors provides financial planning, pension consulting, and portfolio management services for individuals and businesses. The firm's clients include high net worth individuals, pension and profit-sharing plans, and individuals other than high net worth.

$187.55M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Nicholas Drizos’s Registration & Firm History

FL

08/11/2010 - Present

Horizon Wealth Advisors (BRADENTON FL)

FL

01/27/1999 - 02/06/2001

HORIZON CAPITAL, INC. (SARASOTA FL)

NJ

07/18/1995 - 03/08/1999

DRIZOS INVESTMENTS, INC. (MORRISTOWN NJ)

NA

01/05/1999 - 01/27/1999

HORIZON CAPITAL, INC.

NY

01/25/1995 - 04/24/1995

RICKEL & ASSOCIATES, INC. (NEW YORK NY)

NY

08/03/1994 - 10/21/1994

TULLETT & TOKYO SECURITIES, INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 06/02/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/31/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/21/1994

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicholas James Drizos.
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