Stavros Moforis, financial advisor Oldsmar FL

Stavros Moforis

CRD Number: 6044154
Current Firm: Osaic Wealth, Inc.

Stavros Moforis (CRD# 6044154) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Oldsmar, FL and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Osaic Wealth, Inc. Oldsmar, FL Sep 2023 - Current < 1
Sagepoint Financial, Inc. Cooper City, FL Oct 2017 - Current 6
Sentinel Financial Plantation, FL Apr 2013 - Current 10
Regal Investment Advisors, LLC Kentwood, MI Sep 2017 - Oct 2017 < 1
Regulus Advisors LLC Kentwood, MI Sep 2017 - Oct 2017 < 1
Principal Life Ins Co Plantation, FL Apr 2013 - Sep 2017 4
Princor Financial Services Corp Plantation, FL Apr 2013 - Sep 2017 4
Lifecraft Plantation, FL Jun 2013 - Feb 2017 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2012
S65 NASAA Investment Advisors Law Examination Jul 2013
Contact Info for Stavros Moforis
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • FL
  • GA
By the Numbers
  • Total Assets Under Management
    29,536
    MILLIONS
  • Total Number of Accounts
    149,233
    ACCOUNTS
  • Average Account Value
    $197,920
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
  • 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
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, VI, VT, WA, WI, WV, WY

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