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Maurizio M

Series 63, Series 65

Remote

Golden Eagle Capital Advisors, Inc.

Maurizio Manzati is an advisor at Golden Eagle Capital Advisors, Inc. with Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Golden Eagle Capital Advisors since 2015 and concurrently holds a managing director role at Emintad LLC, an investment-related firm based in Dubai that he owns. Golden Eagle Capital Advisors is an SEC-registered investment adviser serving individuals, trusts, estates, qualified plans, and business entities. The firm offers discretionary and non-discretionary portfolio management, retirement plan consulting, and fiduciary services, utilizing fundamental and technical analysis, manager due diligence, and periodic portfolio reviews.

Wealth management Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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David M

Series 63, Series 65

Aurora, CO

Golden Eagle Capital Advisors, Inc.

David Mcconico is a financial advisor at Golden Eagle Capital Advisors, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been self-employed since 1990. Golden Eagle Capital Advisors provides investment advice and fiduciary services to individual and high-net-worth clients as well as employer retirement plan sponsors. The firm employs a human-driven investment process combining fundamental and technical analysis, offering both discretionary asset management and tailored advisory solutions, with a notable focus on cross-border clients and affiliated dealer relationships.

Wealth management Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Kumi I

Series 63, Series 65

New York, NY

Golden Eagle Capital Advisors, Inc.

Kumi Ichikawa is a financial advisor at Golden Eagle Capital Advisors, Inc. with 15 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Golden Eagle Capital Advisors since 2019. Additionally, Ichikawa has been associated with the Prudential Insurance Company of America and PRUCO Securities, LLC since 2012. Outside of her advisory role, she serves as a health insurance agent for Kure Grinding Wheel America, assisting with the company’s medical and dental insurance reviews. Golden Eagle Capital Advisors is an SEC-registered investment adviser providing portfolio management, retirement plan consulting, and fiduciary services to individuals, trusts, estates, qualified plans, and business entities. The firm employs fundamental and technical analysis, manager due diligence, and periodic rebalancing, offering both discretionary and non-discretionary advisory programs.

Wealth management Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Frederick W

Series 65

New Canaan, CT

Golden Eagle Capital Advisors, Inc.

Frederick Wadler is a financial advisor at Golden Eagle Capital Advisors, Inc. with five years of industry experience. He holds a Series 65 designation and has previously worked at Quaker Ridge Capital Management and currently at NYLIFE Securities LLC and New York Life Insurance Co. Golden Eagle Capital Advisors is an SEC-registered investment adviser that provides discretionary and non-discretionary portfolio management, retirement plan consulting, and other fiduciary services to individuals, trusts, estates, qualified plans, and business entities. The firm employs fundamental and technical analysis, manager due diligence, and periodic rebalancing to manage client portfolios, offering both standardized Asset Management Programs and tailor-made advisory options.

Wealth management Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Spiro N

Series 65

Wylie, TX

Golden Eagle Capital Advisors, Inc.

Spiro Nanakos is a financial advisor at Golden Eagle Capital Advisors, Inc. with two years of industry experience. He holds a Series 65 designation and has worked at Transamerica Financial Advisors, Inc. and World Financial Group, Inc. since 2022. Nanakos also serves as Director of Consulting Services at JHME Real Estate Advisors, where he oversees construction monitoring and technical due diligence for real estate projects. Golden Eagle Capital Advisors is an SEC-registered investment adviser that provides portfolio management, retirement plan consulting, and fiduciary services to individuals, trusts, estates, and business entities. The firm employs fundamental and technical analysis, manager due diligence, and periodic rebalancing in its asset management programs, serving both U.S. and non-U.S. clients.

Wealth management Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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