Fotios KatsigiannisCRD Number: 5575671
Current Firm: Strategic Advisers, Inc.
Fotios Katsigiannis (CRD# 5575671) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Santa Barbara, CA and has over 4 years of experience in the finance industry.
Montecito Investment Strategies
Haven Capital Group
Independent Financial Partners
|Fidelity Brokerage Services LLC||Santa Barbara, CA||Aug 2015 - Current||2|
|Wells Fargo Advisors, LLC||Santa Barbara, CA||Oct 2014 - Aug 2015||< 1|
|Fidelity Brokerage Services LLC||Lake Grove, NY||Aug 2012 - Oct 2014||2|
|Metlife Securities Inc.||New York, NY||Jul 2010 - Jul 2012||2|
|Jpmorgan Chase Bank Na||New York, NY||Aug 2009 - Jul 2010||< 1|
|Chase Investment Services Corp||New York, NY||Aug 2009 - Jul 2010||< 1|
|Axa Advisors||New York, NY||Jul 2008 - Aug 2009||1|
|Unemployed||Plainview, NY||May 2008 - Jul 2008||< 1|
|Hofstra University||Hempstead, NY||Aug 2003 - May 2008||4|
|Takis Auto Repair||Rosedale, NY||Jan 2000 - Jan 2008||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2012|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, VT, WA, WI, WV
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