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Dimitrios Georgakopoulos

14 Years of Experience
Needham, MA
2 DisclosuresBroker

Dimitrios Georgakopoulos is a registered investment advisor at Packerland Brokerage Services, INC., based in Needham, MA, with 14 years of industry experience. Dimitrios is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 4,868 clients with $1.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
176 advisors
Number of Clients
4,868 clients
Average Client Portfolio
$279K average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Packerland offers several investment management programs with fees structured as a percentage of your portfolio, billed in advance on a quarterly basis. Because the firm works with various third-party platforms and money managers, specific fee schedules are negotiated directly between you and your investment advisor representative. Depending on the program selected—such as individual portfolio management, co-advisory programs, or unified managed accounts—fees may be bundled to cover advisory, custodial, and trading services, or charged separately. There are no account minimums required by Packerland itself to open an advisory account, though specific third-party programs or model portfolios may have their own minimum investment requirements.

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Location

1040 Great Plain Ave, Suite 210, Needham, MA, 02492

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History

Regulatory History (2)
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Customer Dispute
September 2005
Denied
Employment Separation After Allegations
March 2003
Other Business Activities

Dimitrios receives rental income and manages rental contracts. He also serves as Stewardship Chair for a Greek Orthodox Church and Treasurer/board member for Weston Youth Soccer, dedicating minimal time to each of these roles.

Employment History
Current Registrations
Packerland Brokerage Services, INC.
June 2023 - Present · 3 yrs 4 mos
Packerland Brokerage Services, INC.Broker
June 2023 - Present · 3 yrs 4 mos
Previous Registrations
New England SecuritiesBroker
July 2005 - October 2007 · 2 yrs 3 mos
UBS Painewebber INC.Broker
January 2003 - April 2003 · 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2000 - January 2002 · 1 yr 6 mos
Pruco Securities CorporationBroker
March 1992 - June 1999 · 7 yrs 3 mos
The Prudential Insurance Company of AmericaBroker
March 1992 - December 1993 · 1 yr 9 mos
State Registrations4 states
COFLMANY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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