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Dean Constantinos Vetsikas

Investment adviser representative at Golden Ratio Wealth Management LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm 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 assets

Services the firm offers

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

  • Financial planning
  • Portfolio management

Experience

10 years in the industry.

  1. Golden Ratio Wealth Management LLCOct 2026 to now
  2. Wells Fargo Clearing Services, LLCNov 2016 to Oct 2026
  3. Wells Fargo Advisors, LLCSep 2016 to Nov 2016

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2006

State registrations

Registered as an investment adviser representative in 1 state (PA).

Golden Ratio Wealth Management LLC

$0Assets managed
0Clients
1Advisers
Under 1 yearIn 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
5055951
Firm CRD
342561
Advisor's SEC record (opens in a new tab)
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