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Nick T. Demopoulos

Embree Financial Group

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About Nick T. Demopoulos

Nick T. Demopoulos is a financial advisor with Embree Financial Group. Nick has been in the financial services industry since 2007. Nick has a Series 7, Series 55 and Series 63 license. Nick is a Certified Financial Planner. Nick has experience working with high-net-worth individuals, corporations, businesses, pension plans, and other individuals. Nick provides financial planning, portfolio management, and other services.

Firm Information

Nick Demopoulos is currently registered with Embree Financial Group. Embree Financial Group is a Chicago, IL-based investment advisory firm with approximately $2.28 billion in regulatory assets under management. The firm provides financial planning, pension consulting, publication of periodicals, selection of other advisers, and portfolio management for individuals, businesses, and pension and profit-sharing plans.
Embree Financial Group

440 N WELLS ST

CHICAGO, IL 60654

$2.28B

Assets Under Management

Not reported

Total Clients

13

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Nick Demopoulos’s Registration & Firm History

IL

06/16/2024 - Present

Embree Financial Group (CHICAGO IL)

NY

07/28/2008 - 10/09/2009

NOMURA SECURITIES INTERNATIONAL, INC. (NEW YORK NY)

NY

09/27/2007 - 07/11/2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/10/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/04/2008

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 09/26/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nick T. Demopoulos.
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