Louis Cheregotis is a registered investment advisor at C2c Wealth Management, LLC, based in Reno, NV, with 28 years of industry experience. Louis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 324 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
C2C Wealth Management charges a fee based on the value of your portfolio, up to 2.25% annually. The exact fee depends on the complexity of your situation, the amount of assets managed, and your overall relationship with C2C. Fees are paid monthly in advance. The fee may be negotiable.
Location
Reno, NV
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Louis is a financial advisor at C2C Wealth Management, spending about half his time in this role. He also has 50% ownership of 281 Realty Associates LLC, managing rental property in Brooklyn, NY, dedicating a few hours per week to this activity.
Employment History
Current Registrations
C2c Wealth Management, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Terra Securities CorporationBroker
Dean Witter Reynolds INC.Broker
Interfirst Capital CorporationBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.