Kleopatra Dakos, financial advisor Newton MA
93 score

Kleopatra Dakos

CRD Number: 5946552
Current Firm: Capital Advisors Group, Inc.

Kleopatra Dakos (CRD# 5946552) is an Investment Advisor Representative working at Capital Advisors Group, Inc. in Newton, MA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Capital Advisors Group, Inc. Newton, MA Jul 2012 - Current 4
Unemployed Woonsocket, RI Jan 2012 - Jul 2012 < 1
Ameriprise Financial Services Westborough, MA Jun 2011 - Jan 2012 < 1
Capital Advisors Group Newton, MA May 2007 - Jun 2011 4
Goldenshears Peabody, MA Jun 2002 - May 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2011
S65 NASAA Investment Advisors Law Examination Feb 2011
Contact Info for Kleopatra Dakos
Phone Number: 617-630-8100
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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