Vasilios K Rizos
Investment adviser representative at Three Cord True Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$317.9MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Three Cord True Wealth Management, LLCMay 2022 to now
- LPL Financial, LLCMay 2022 to now
- Cetera Advisor Networks LLCJun 2021 to May 2022
- Voya Financial AdvisorsMay 2021 to Jun 2021
- Dsf Wealth Management GroupMar 2021 to May 2022
- UnemployedSep 2020 to Mar 2021
- Pcg CapitalJun 2019 to Aug 2020
- PNC Capital FinanceApr 2017 to Jun 2019
- PNC BankOct 2015 to Apr 2017
- PNC InvestmentsOct 2015 to Apr 2017
Designations
- CFP® certification
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2016
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 1 state (PA).
Three Cord True Wealth Management, LLC
$317.9MAssets managed
584Clients
6Advisers
6 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
- 6565988
- Firm CRD
- 307480