Efstathios Kanteliotis
Efstathios Kanteliotis is a registered investment advisor at Raymond James & Associates, INC., based in Conshohocken, PA, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
300 Conshohocken State Rd, Ste 400, Conshohocken, PA, 19428
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Regulatory History (1)
Customer Dispute
May 2014Other Business Activities
Efstathios is a volunteer investment committee member for Holy Trinity Greek Orthodox Church since October 2024. He dedicates minimal time to this investment-related activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Morgan Stanley Dw INC.Broker
Prudential Securities IncorporatedBroker
State Registrations24 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.