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Nicolas John Samarkos

Investment Adviser Representative at AGW Capital Advisors

Tampa, FLCRD #7975203Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Nicolas John Samarkos is an investment adviser representative with AGW Capital Advisors in Tampa, FL, where they have been registered since 2024, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Florida.

Office

511 W. Bay Street, Suite 310
Tampa, FL 33606

Advisors at this office: 14

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/4/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

AGW Capital AdvisorsCurrent
11/19/2024 – Tampa, FL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Tower Dental Associates
    Jan 2014 – Aug 2017Gainesville, FL
  2. BNY Mellon
    Aug 2021 – Aug 2022Pittsburgh, PA
  3. University of Pittsburgh
    Jun 2017 – May 2021Pittsburgh, PA
  4. University of Pittsburgh
    Aug 2022 – May 2024Pittsburgh, PA
  5. Grant Thornton
    Jun 2023 – Aug 2023Pittsburgh, PA
  6. AGW Capital Advisors
    Aug 2024 – no end date reportedTampa, FL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About AGW Capital Advisors

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
  • Other
Firm's annual rate schedule by assets
  • First $5,000,0001.00%
  • Next $5,000,0000.75%
  • Next $15,000,0000.50%
  • Over $25,000,0000.25%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Institutional Consulting (managing corporate assets, retirement and benefit plans, and endowments and foundations) and Private Wealth Management (investment management with a transparent, hands-on approach).

Wealth Management
Firm areas of expertise
FiduciaryFee-onlyInstitutional ConsultingPrivate Wealth ManagementCorporate AssetsRetirement And Benefit PlansEndowments And FoundationsInvestment Management

Client types the firm serves

IndividualsHigh Net WorthPooled VehiclesPension/Profit SharingCharitable OrganizationsInsurance CompaniesCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
15
Offices listed on AdvisorFinder:
1
Main office:
Tampa, FL
SEC file number:
801-70256

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 13, 2026

View full firm profile

Other advisors at AGW Capital Advisors

Showing 12 of 15 in the directory

View AGW Capital Advisors firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Nicolas John Samarkos has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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