Louis Frank Cheregotis
Investment adviser representative at C2c Wealth Management, LLC
17 yearsExperience
2 statesRegistered in
$179.8MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- C2c Wealth Management, LLCMar 2018 to now
- Purshe Kaplan Sterling InvestmentsMar 2018 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Mar 2018
- Wells Fargo Advisors LLCMay 2009 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 2 states (CA, NV).
C2c Wealth Management, LLC
$179.8MAssets managed
324Clients
2Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2793077
- Firm CRD
- 284148