George Kastanis
Investment adviser representative at Foundations Investment Advisors LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$10.1BFirm 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
- Seminars and workshops
Experience
15 years in the industry.
- Foundations Investment Advisors LLCMay 2025 to now
- Mclean Advisory GroupSep 2011 to now
- Sound Income Strategies LLCNov 2023 to May 2025
- Belpointe Asset Management, LLCAug 2019 to Nov 2023
- Belpointe Insurance, LLCAug 2019 to Nov 2023
- Arbor Point AdvisorsMar 2016 to Aug 2019
- Securities America IncMar 2016 to Aug 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Foundations Investment Advisors LLC
$10.1BAssets managed
29,663Clients
293Advisers
11 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
- 5667906
- Firm CRD
- 175083