John
Polyviou
Linden Thomas Advisory Services, LLC
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About this Advisor
John Polyviou is a financial advisor who works out of Charlotte, North Carolina with 2 years of relevant experience. Polyviou is an advisor for Linden Thomas Advisory Services, LLC. Over the course of their career, Polyviou has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, First Clearing, LLC and Linden Thomas And Company Securities, LLC. Polyviou holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in North Carolina. Linden Thomas Advisory Services, LLC is a financial advisory company that has its headquarters in Charlotte, NC. It handles $1 billion in assets under management between its 6,096 accounts, placing it among the bigger financial advisory firms in the country by assets under management. Of its 6,096 client accounts, 66% are held by high-net-worth individuals who have greater than $1 million in investable assets. The company has a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fees typically are based on which services are provided. However, fee types charged by Linden Thomas Advisory Services, LLC can include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Linden Thomas Advisory Services, LLC Brokerage Details
$1,139,212,272
11
6,096
$186,879
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
John Polyviou Work History
John has been registered as a financial advisor for 2 years.*
Linden Thomas And Company Securities, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
First Clearing, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Polyviou to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Linden Thomas Advisory Services, LLC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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