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George Kastanis

Sound Income Strategies, LLC

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About George Kastanis

George Kastanis is an investment advisor representative with Sound Income Strategies, LLC, a firm with offices in Fort Lauderdale, FL and Waretown, NJ. George has been in the industry since 2009 and has experience in financial planning, portfolio management for individuals and investment companies. George is a Certified Financial Planner and has a Series 66 license. George is also a registered investment advisor in New Jersey.

Firm Information

George Kastanis is currently registered with Sound Income Strategies, LLC. Sound Income Strategies, LLC is an investment advisory firm based in Fort Lauderdale, Florida. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, investment companies, and pension and profit-sharing plans. They also conduct educational seminars. As of December 31, 2022, Sound Income Strategies, LLC managed approximately $3.49 billion in client assets.
Sound Income Strategies, LLC

500 W CYPRESS CREEK ROAD

FORT LAUDERDALE, FL 33309

$3.49B

Assets Under Management

68

Total Clients

94

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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George Kastanis’s Registration & Firm History

FL

11/17/2023 - Present

Sound Income Strategies, LLC (FORT LAUDERDALE FL)

NJ

04/05/2016 - 08/30/2019

SECURITIES AMERICA, INC. (Waretown NJ)

NJ

03/19/2013 - 04/07/2016

CETERA ADVISORS LLC (MANAHAWKIN NJ)

NJ

11/30/2011 - 03/20/2013

INVEST FINANCIAL CORPORATION (BARNEGAT NJ)

NJ

07/07/2009 - 12/04/2009

AXA ADVISORS, LLC (WOODBRIDGE NJ)

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Licenses & Designations

BOTH

Issued 08/10/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/06/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for George Kastanis. Review regulatory record here.
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