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Spiros Vassilakos

Csenge Advisory Group, LLC

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About Spiros Vassilakos

Spiros Vassilakos is an investment advisor representative with Csenge Advisory Group, LLC. Spiros has been in the financial services industry for over 20 years and has a wide range of experience in providing financial planning and investment advisory services to individuals, families, and businesses. Spiros has also worked for other firms, including LPL Financial LLC, Cambridge Investment Research, Inc., and Sagepoint Financial, Inc..

Firm Information

Spiros Vassilakos is currently registered with Csenge Advisory Group, LLC. Csenge Advisory Group, LLC is a financial advisory firm headquartered in Clearwater, Florida. With over 76 investment advisor representatives, they manage over $2.75 billion in assets for individuals, corporations, charitable organizations, and other clients. They offer a range of services including financial planning, asset allocation, and portfolio management. They also provide pension consulting and selection of other advisors.
Csenge Advisory Group, LLC

4755 EAST BAY DRIVE

CLEARWATER, FL 33764

$2.75B

Assets Under Management

Not reported

Total Clients

67

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.

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asset allocation services

Asset allocation services

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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Spiros Vassilakos’s Registration & Firm History

FL

02/16/2024 - Present

Csenge Advisory Group, LLC (Tarpon Springs FL)

FL

09/19/2023 - 01/30/2024

LION STREET FINANCIAL, LLC (Clearwater FL)

FL

06/30/2020 - 09/22/2023

CAMBRIDGE INVESTMENT RESEARCH, INC. (Largo FL)

FL

08/31/2017 - 07/02/2020

SAGEPOINT FINANCIAL, INC. (TARPON SPRINGS FL)

FL

06/17/2016 - 09/11/2017

LPL FINANCIAL LLC (TARPON SPRINGS FL)

NJ

01/31/2007 - 07/15/2016

SAGEPOINT FINANCIAL, INC. (ORADELL NJ)

NJ

09/07/2004 - 02/01/2007

CHASE INVESTMENT SERVICES CORP. (PARAMUS NJ)

CA

01/15/2004 - 08/27/2004

WM FINANCIAL SERVICES, INC. (IRVINE CA)

PA

01/01/2004 - 01/28/2004

PNC INVESTMENTS (PITTSBURGH PA)

KY

06/01/2002 - 01/01/2004

J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)

PA

12/21/2001 - 06/01/2002

PNC BROKERAGE CORP (PITTSBURGH PA)

NY

07/11/2001 - 12/11/2001

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

MN

01/25/2001 - 03/13/2001

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

01/25/2001 - 03/13/2001

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 01/19/2024

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 08/24/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/14/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/01/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/01/2001

Series 7 - General Securities Representative Examination

BC

Issued 11/20/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Spiros Vassilakos. Review regulatory record here.
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