Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stavros? Claim Your ProfileStavros Elias Rizakos is an Investment Advisor Representative associated with The Colony Group, LLC, based in Hunt Valley, MD. Stavros has been in the industry since December 2015 and holds Series 7 and 65 licenses as well as the SIE exam. Prior to joining The Colony Group, LLC, Stavros worked at Morgan Stanley & Co. LLC, Lincoln Financial Advisors Corporation, Horan Capital Management, LLC, Maller Wealth Advisors and Connectus Wealth. Stavros works with a wide range of client types including individuals, high net worth individuals, corporations and other businesses, charitable organizations, and pension and profit-sharing plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
MD
06/03/2024 - Present
THE Colony Group, LLC (Hunt Valley MD)
MD
08/16/2017 - 11/15/2019
MORGAN STANLEY & CO. LLC (BALTIMORE MD)
MD
12/10/2015 - 06/16/2017
LINCOLN FINANCIAL ADVISORS CORPORATION (HUNT VALLEY MD)
IA
Issued 12/07/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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