Stefan Papoutsoglou
Stefan Papoutsoglou is a registered investment advisor at Cetera Investment Advisers LLC, based in Basking Ridge, NJ, with 26 years of industry experience. Stefan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Basking Ridge, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stefan works as a tax accountant at Merck & Co, dedicating full-time hours to this role. He also refers clients to Charter Funding for mortgages and Coldwell-Banker for real estate, spending minimal time on these referral activities. Stefan also operates Omega Wealth Management as a CPA and proprietor, focusing on tax preparation and financial services, dedicating about 10-20% of his time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
C. J. M. Planning CORP.Broker
State Registrations8 states
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