Antonio Stavros Kavouriou
Investment adviser representative at Osaic Wealth, Inc.
9 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 yearsFirm in business
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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
- Pension consulting
- Seminars and workshops
Experience
9 years in the industry.
- Osaic Wealth, Inc.Oct 2025 to now
- J.P. Morgan Securities LLCMay 2025 to Oct 2025
- JPMorgan Chase Bank, N.A.May 2025 to Oct 2025
- Equitable Advisors, LLCMar 2022 to May 2025
- Equitable FinancialMar 2022 to May 2025
- Joseph SarneckyJun 2021 to Mar 2023
- Buddy's PizzaApr 2018 to Dec 2021
- Palazzo Grande Banquet HallOct 2016 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (MI).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 7389126
- Firm CRD
- 23131