Nick Kavallieratos, CLU®, ChFC®

Co-Founder, Managing Partner, COO

As Managing Partner and Chief Operating Officer for Brix Partners, Nick is active in all facets of the firm’s daily operations. Strategic in thought but with a focus on the details of his duties, he believes his essential function is to provide the drive and vision necessary to allow the firm’s core values and mission to shine through while enriching the client experience.

Nick entered the financial services industries in 2000 working at KAP Planning, Ltd. in their policy performance division and quickly advanced through the industry. In 2003, he was appointed Director of Advanced Sales and Marketing and oversaw the insurance planning process.

A graduate of Fordham University’s Gabelli School of Business, Nick earned his Bachelor of Science degree in Finance with a minor in Economics. He remains an active member of Fordham University’s Alumni Relations Mentorship program for undergraduate students. He is a Register Securities Principal and has received his CLU® and ChFC professional designations from the American College.

A lifelong sports enthusiast, he fears passing on years of frustration and hardship to his children as fans of his beloved Islanders, Jets, Yankees and Liverpool F.C. If he’s not coaching or driving his twin boys to practice, Nick enjoys being anywhere in the world where we can enjoy a glass of wine with his wife.

  • Certified Life Underwriter® designation
  • Chartered Financial Consultant® designation
  • Life, Accident, and Health Licensed
  • Series 7
  • Series 24
  • Series 66
  • Bachelors Degree, Finance Fordham University

“Be steady and well-ordered in your life so that you can be fierce and original in your work.”

Gustave Flaubert

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC 6 Corporate Drive, Shelton, CT 06484. (203) 513-6000.


Approval # CRN202302-278300