Kleopatra DakosCRD 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 7 years of experience in the finance industry.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Capital Advisors Group, Inc.||Newton, MA||Jul 2012 - Current||5|
|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|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2011|
|S65||NASAA Investment Advisors Law Examination||Feb 2011|
Total Assets Under Management8,261MILLIONS
Total Number of Accounts171ACCOUNTS
Average Account Value$48,308,459
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
CA, MA, NJ, PA
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