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Michael William Tsoukatos

Centura Wealth Advisory

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About Michael William Tsoukatos

Michael Tsoukatos is a financial advisor at Centura Wealth Advisory. Michael has been a registered investment advisor for over four years and has experience in a variety of financial sectors. Michael earned his Series 6, Series 63 and SIE licenses. Michael has a strong background in financial planning, portfolio management, and pension consulting. Michael works with a variety of clients, including high-net-worth individuals, families, and businesses. Michael is committed to providing personalized financial advice to help clients achieve their financial goals.

Firm Information

Michael Tsoukatos is currently registered with Centura Wealth Advisory. Centura Wealth Advisory is a San Diego, CA-based Registered Investment Advisor with over $642 million in regulatory assets under management. The firm offers a range of financial advisory services, including financial planning, pension consulting, selection of other advisers, and portfolio management for individuals. Their clients include high-net-worth individuals, corporations, and other businesses, as well as pension and profit-sharing plans, and trusts. Centura Wealth Advisory has 14 licensed agents and 17 investment adviser representatives.
Centura Wealth Advisory

12255 EL CAMINO REAL

SAN DIEGO, CA 92130

$642.98M

Assets Under Management

13

Total Clients

12

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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Michael Tsoukatos’s Registration & Firm History

CA

12/21/2022 - Present

Centura Wealth Advisory (SAN DIEGO CA)

CA

08/16/2018 - 11/30/2018

SAGEPOINT FINANCIAL, INC. (SAN DIEGO CA)

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Licenses & Designations

BC

Issued 10/09/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/16/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael William Tsoukatos.
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