Michael William Tsoukatos
Investment adviser representative at Private Advisor Group, LLC
12 yearsExperience
2 statesRegistered in
CFADesignation
$57.7BFirm 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 feeOther
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
12 years in the industry.
- Private Advisor Group, LLCSep 2025 to now
- UnemployedMar 2025 to Aug 2025
- Ccg Wealth Management, LLCDec 2022 to Feb 2025
- Ariston Services Group, LLCMar 2022 to Dec 2022
- UnemployedJan 2022 to Feb 2022
- Coastedge Partners, LLCApr 2021 to Dec 2021
- Pennymac Capital MarketsNov 2019 to Apr 2021
- UnemployedJan 2019 to Oct 2019
- Sagepoint Financial, IncJun 2018 to Dec 2018
- University of California Santa BarbaraJul 2014 to Jun 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Private Advisor Group, LLC
$57.7BAssets managed
170,206Clients
919Advisers
15 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
- 6997070
- Firm CRD
- 155216