Michael Louis Costopoulos
Investment adviser representative at Cetera Investment Advisers LLC
44 yearsExperience
2 statesRegistered in
PFSDesignation
$256.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
44 years in the industry.
- Costopoulos & Associates, LLCJan 2026 to now
- Cetera Investment Advisers LLCJun 2004 to now
- Cetera Financial Specialists LLCMar 2004 to now
- Copperleafe Wealth Managment, LLCJun 2002 to now
- Costopoulos & Helton, PaOct 1982 to now
- Costopoulos Ellis & Associates, LLCJan 2023 to Jan 2026
Designations
- PFS
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 4409810
- Firm CRD
- 105644