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Andrew Koutroukas is a registered Investment Advisor Representative with Hightower Advisors, LLC. Andrew has been in the industry since September 2019 and is licensed in Massachusetts. Andrew has successfully passed the Series 65 and SIE exams. Andrew is a specialist in providing financial planning, pension consulting, and portfolio management services to high-net-worth individuals, corporations, and charitable organizations. Andrew's primary focus is on providing customized financial solutions to help clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Treasury management for corporate clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
MA
09/06/2024 - Present
Hightower Advisors, LLC (Waltham MA)
IA
Issued 04/15/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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