George Anastasakis is a registered investment advisor, based in Broadview Heights, OH, with 40 years of industry experience.
Location
1000 W Wallings Rd, Suite D, Broadview Heights, OH, 44147
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
George is involved in several business activities, including CAM LLC (office expenses), Ohio Financial/Cornerstone Asset Management (investment advisor, about a quarter of his time), MTH Hats LLC (retail sales), C. M. Hyatt & Associates (notary services, a few hours per week), Katherine Kapottos Trust (trustee), and MTH Wellness (retail sales of vitamins and supplements, minimal time). None of these activities appear to involve insurance sales.
Employment History
Current Registrations
J.W. Cole Financial, INC.Broker
Cornerstone Asset Management Services, INC.
Previous Registrations
Questar Asset Management, INC.
Questar Capital Corporation
Questar Capital CorporationBroker
PFS Investments INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.