Stefan Papoutsoglou (CRD# 4089052) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Basking Ridge, NJ and has over 21 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 5834533
Charles Schwab & Company, Inc.
CRD# 1863193
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Jan 2016 - Current | 8 |
| Cetera Financial Specialists LLC | Schaumburg, IL | Oct 2005 - Current | 18 |
| Merck & Co | Kenilworth, NJ | Aug 1992 - Current | 31 |
| Omega Wealth Management | Basking Ridge, NJ | Jan 1990 - Current | 34 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2003 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2015 |
- NJ
-
Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
-
Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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