Loukas Theodorou (CRD# 6209508) is an Investment Advisor Representative working at Oze Capital LLC in Florham Park, NJ and has over 9 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sag Management/oze Capital | Florham Park, NJ | Jun 2018 - Current | 5 |
| Uva Darden | Charlottesville, VA | Aug 2016 - Jun 2018 | 1 |
| Unemployed | Washington, DC | May 2016 - Aug 2016 | < 1 |
| Morgan Stanley & Company LLC | New York, NY | Jun 2014 - May 2016 | 1 |
| Bucknell University | Lewisburg, PA | Aug 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2023 |
| S63 | Uniform Securities State Law Examination | Aug 2014 |
- NJ
- TX
-
Total Assets Under Management175MILLIONS
-
Total Number of Accounts493ACCOUNTS
-
Average Account Value$355,389
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
CT, FL, GA, NJ, NY, RI, TN, TX
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