Spiros Vassilakos
Spiros Vassilakos is a registered investment advisor at Csenge Advisory Group, LLC, based in Tarpon Springs, FL, with 24 years of industry experience. Spiros operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,312 clients with $2.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Csenge Advisory Group offers asset management programs where advisor representatives directly manage client portfolios. The maximum annual fee for this service is 2.35%. This fee covers advisory services and most brokerage commissions. Clients may also pay other charges such as custodial fees and internal fees charged by mutual funds or exchange-traded funds.
Location
2625 Keystone Rd, Ste. A4,, Tarpon Springs, FL, 34688
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2006Other Business ActivitiesSells Insurance
Spiros owns Athenian Private Client Group, where he offers insurance services including life, disability, and long-term care insurance, dedicating minimal time. He also works as an independent contractor for Csenge Advisory, providing investment advisory services nearly full-time.
Employment History
Current Registrations
Csenge Advisory Group, LLC
Previous Registrations
Lion Street Financial, LLCBroker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Householder Group Estate & Retirement Specialists
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Chase Investment Services CORP.Broker
Wm Financial Services, INC.Broker
PNC InvestmentsBroker
J.J.B. Hilliard, W.L. Lyons, INC.Broker
PNC Brokerage CORPBroker
Citicorp Investment ServicesBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations3 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.