Spiros Vassilakos, financial advisor Tarpon Springs FL

Spiros Vassilakos

CRD Number: 4250517
Current Firm: Csenge Advisory Group, LLC

Spiros Vassilakos (CRD# 4250517) is an Investment Advisor Representative working at Csenge Advisory Group, LLC in Tarpon Springs, FL and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Lion Street Financial Clearwater, FL Sep 2023 - Current < 1
Csenge Advisory Group Tarpon Springs, FL Sep 2023 - Current < 1
Cambridge Investment Research, Inc. Fairfield, IA Jun 2020 - Sep 2023 3
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jun 2020 - Sep 2023 3
Sagepoint Financial, Inc. Tarpon Springs, FL Aug 2017 - Jun 2020 2
Lpl Financial, LLC Oradell, NJ Jun 2016 - Aug 2017 1
Householder Group Estate & Retirement Specialists Oradell, NJ Jun 2016 - Jun 2016 < 1
Sagepoint Financial, Inc. Phoenix, AZ Jan 2009 - Jun 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2001
S66 NASAA Uniform Combined State Law Examination Aug 2007
S65 NASAA Investment Advisors Law Examination Jan 2024
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Spiros Vassilakos
Phone Number: 727-437-6000
Registered State(s):
  • FL
  • NY
By the Numbers
  • Total Assets Under Management
    2,265
    MILLIONS
  • Total Number of Accounts
    13,504
    ACCOUNTS
  • Average Account Value
    $167,732
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV

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