Paul Tsatsos, financial advisor Southwick MA

Paul Tsatsos

CRD Number: 1723539
Current Firm: Avantax Advisory Services

Paul Tsatsos (CRD# 1723539) is an Investment Advisor Representative working at Avantax Advisory Services in Southwick, MA and has over 36 years of experience in the finance industry.

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Company Name Location Dates Years
Avantax Advisory Services Southwick, MA Dec 1993 - Current 30
Avantax Investment Services, Inc. Southwick, MA Aug 1987 - Current 36
Paul Tsatsos, C.p.a. Southwick, MA Jan 1980 - Current 44
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1987
Contact Info for Paul Tsatsos
Phone Number: 972-870-6000
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    30,968
    MILLIONS
  • Total Number of Accounts
    123,393
    ACCOUNTS
  • Average Account Value
    $250,972
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, WY

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