Nilos T. Sakellariou, CFM
Managing Director, Wealth Management Advisor
Nilos Sakellariou is the Managing Director of NTS-Bearing LLC, a registered Branch Office of Alliance Global Partners, located in Annapolis, Maryland. NTS Bearing provides full-service wealth management solutions offered in a private family office model. Mr. Sakellariou oversees all interactions within the office and personally attends to all client investment issues. Mr. Sakellariou's clients receive individualized service and unwavering attention to detail. For over thirty years, Mr. Sakellariou has assisted local families achieve their financial goals, preserve their wealth, and build lasting legacies for their future generations and loved ones. His experience and extensive licensing allow for the creation of client portfolios which go well beyond simple stocks and bonds.
Summary of Professional Achievements
- FINRA Registered since 1991.
- Five Star Wealth Manager award winner 2011-2024.
- In 2022 AdvisorHub ranked Mr. Sakellariou 5th in the nation in its annual Fastest Growing Advisors to Watch ranking.
- During 2008, Mr. Sakellariou Ranked in the top 1% of all Merrill Lynch Financial Advisors regarding the firm’s highly monitored Net-New Client Criteria. Additionally, Mr. Sakellariou did not have a single client leave the firm during 2008.
- The Wharton Business School-Successfully completed the advanced course “Stocks for the Long-Run” by Dr. Jeremy Seigel PhD, The Warton Business School. CFM- 1996, earned the Certified Financial Manager CFM designation offered through Merrill Lynch University.
- All Industry Licenses, Examinations, and State Securities Law Examinations:
- Series 65-Uniform Investment Advisor Law Examination, April 16, 1997.
- Series 63-Uniform Securities Agent State Law Examination, February 1, 1991.
- Series 7-General Securities Representative Examination, January 9, 1991.
Educational Background
- B.A. in Economics, The College of Wooster, OH, 1987.
- CFM: Certified Financial Manager is a designation that was awarded to Mr. Sakellariou in 1996 while at Merrill Lynch. A 12-module course offered through the College of Financial Planning, The College for Financial Planning and Merrill Lynch collaborated on this designation program.
- FINRA Series 7, 63 & 65 licenses.
Business Background
- A.G.P. / Alliance Global Partners, LLC, Registered Representative, Investment Adviser Representative, 2/2025 to present
- Arete Wealth Advisors, LLC, Investment Adviser Representative, 9/2011 – 2/2025
- Arete Wealth Management, LLC, Registered Representative, 9/2011 – 2/2025
Other Business Activities
Mr. Sakellariou is Managing Member of NTS Bearing Total Wealth Management, offering securities and advisory services through A.G.P. / Alliance Global Partners. In addition to his advisory role with A.G.P., Nilos Sakellariou is a registered representative for the Firm’s brokerage business and may receive commissions and/or sales-based compensation in his role with the Firm. Receipt of commissions and sales-based compensation creates a conflict of interest because it gives Mr. Sakellariou an incentive to recommend investment products based on the compensation received, rather than on the client’s needs. Clients are under no obligation to act on any recommendations or place any transactions through Mr. Sakellariou or A.G.P. if they decide to follow his recommendations.
Vicki D. Shea
Registered, Private Assistant, Notary public
Vicki Shea is Series 7 licensed and a thirty-year industry veteran . A native of Annapolis, Vicki is a Registered Private Assistant to Mr. Sakellariou.
Woodrow W. Willey Jr., CPA/PFS, Certified Financial Planner™
Wealth Advisor
Woodrow Willey is a Wealth Management Advisor at NTS-Bearing LLC, a registered Branch Office of Alliance Global Partners, located in Annapolis, Maryland. NTS Bearing provides full-service wealth management solutions offered in a private family office model. Additionally, Woodrow Willey is a CPA, Partner at Sherwood Associates, Inc. in Wheaton, Maryland. Sherwood Associates provides full-service Income Tax, Financial and Accounting Services. For over thirty-five years, Mr. Willey has assisted local families and businesses in the areas of wealth management and tax.