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Stavros Efthimios Kokkotos

Savvi Financial LLC

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About Stavros Efthimios Kokkotos

Stavros Efthimios Kokkotos is a registered investment advisor representative with Savvi Financial LLC. Stavros has been in the industry since 2007. His previous employers include Columbia Management Investment Distributors, Inc., Riversource Distributors, Inc., and Ameriprise Financial Services, Inc. Stavros specializes in Financial Planning, Portfolio Management for Individuals, and Educational Seminars. He is registered in Massachusetts and has a Series 7 and a Series 66 license. Stavros's firm, Savvi Financial LLC, is based in Waltham, Massachusetts. The firm provides advisory services to individuals, high-net-worth individuals, and charitable organizations.

Firm Information

Stavros Kokkotos is currently registered with Savvi Financial LLC. Savvi Financial LLC is a Waltham, MA-based investment advisor with 6 Investment Adviser Representatives and 2 licensed agents. They manage $35,947,000 in regulatory assets for 207 client accounts. They provide financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations.
Savvi Financial LLC

465 WAVERLEY OAKS RD

WALTHAM, MA 02452-8422

$35.95M

Assets Under Management

4,700

Total Clients

6

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.

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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Stavros Kokkotos’s Registration & Firm History

MA

11/12/2013 - Present

Savvi Financial LLC (WALTHAM MA)

MA

01/02/2009 - 06/01/2010

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (CAMBRIDGE MA)

MA

01/02/2008 - 01/02/2009

RIVERSOURCE DISTRIBUTORS, INC. (CAMBRDIGE MA)

MN

01/19/2007 - 12/31/2007

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 06/21/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/18/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stavros Efthimios Kokkotos.
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