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Louis Cheregotis

C2c Wealth Management, LLC
29 Years of Experience
Reno, NV
Broker
View SEC Summary
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Louis Cheregotis is a registered investment advisor at C2c Wealth Management, LLC, based in Reno, NV, with 29 years of industry experience. Louis is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 324 clients with $180M in assets under management.

C2c Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
324 clients
Average Client Portfolio
$555K average
Assets Under Management
$179.8M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Wealth management fees are up to 2.25% annually based on scope, complexity, asset level, and overall relationship. Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Reno, NV

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Louis is a financial advisor at C2C Wealth Management, spending about half his time in this role. He also has 50% ownership of 281 Realty Associates LLC, managing rental property in Brooklyn, NY, dedicating a few hours per week to this activity.

Employment History
Current Registrations
C2c Wealth Management, LLC
April 2018 - Present · 8 yrs 6 mos
Purshe Kaplan Sterling InvestmentsBroker
March 2018 - Present · 8 yrs 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2008 - April 2018 · 10 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - April 2018 · 10 yrs 3 mos
A. G. Edwards & Sons, INC.
March 2002 - January 2008 · 5 yrs 10 mos
A. G. Edwards & Sons, INC.Broker
March 2002 - January 2008 · 5 yrs 10 mos
Terra Securities CorporationBroker
February 2000 - March 2002 · 2 yrs 1 mo
Dean Witter Reynolds INC.Broker
May 1997 - February 2000 · 2 yrs 9 mos
Interfirst Capital CorporationBroker
January 1997 - March 1997 · 2 mos
State Registrations3 states
CANVNY
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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