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Tassos Demetrios Recachinas

Investment adviser representative at Sophis Investments LLC
18 yearsExperience
3 statesRegistered in
CFADesignation
$129.9MFirm 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 assetsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

18 years in the industry.

  1. Sophis Investments LLCApr 2008 to now

Designations

  • CFA

Exams passed

  • Series 65 · Uniform Investment Adviser Law2008
  • Series 63 · Uniform Securities Agent State Law2019

State registrations

Registered as an investment adviser representative in 3 states (CT, NJ, NY).

Sophis Investments LLC

$129.9MAssets managed
41Clients
5Advisers
7 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
5002813
Firm CRD
170391
Advisor's SEC record (opens in a new tab)
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