Louis Cheregotis (CRD# 2793077) is an Investment Advisor Representative working at C2c Wealth Management, LLC in Sausalito, CA and has over 27 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
Company Name | Location | Dates | Years |
---|---|---|---|
Purshe Kaplan Sterling Investments | Albany, NY | Mar 2018 - Current | 6 |
C2c Wealth Management | Novato, CA | Mar 2018 - Current | 6 |
Wells Fargo Clearing Services, LLC | Oakland, CA | Nov 2016 - Mar 2018 | 1 |
Wells Fargo Advisors LLC | Oakland, CA | May 2009 - Nov 2016 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 1997 |
S65 | NASAA Investment Advisors Law Examination | Apr 1997 |
- CA
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Total Assets Under Management191MILLIONS
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Total Number of Accounts491ACCOUNTS
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Average Account Value$388,818
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, FL, LA, MA, NH, NY, TX, WA
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