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Demetrios Karagounis

25 Years of Experience
New York, NY
Broker

Demetrios Karagounis is a registered investment advisor at TD Private Client Wealth LLC, based in New York, NY, with 25 years of industry experience. Demetrios operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 25,685 clients with $8.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
449 advisors
Number of Clients
25,685 clients
Average Client Portfolio
$321K average
Assets Under Management
$8.3B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

TD Private Client Wealth (TDPCW) offers investment management through various wrap fee programs. You'll pay a single fee that covers investment advice and the cost of trading. The fee is based on the amount of your investments, including cash. The specific fee you pay depends on the program you choose. TDPCW may offer discounts on fees at its discretion. The total fee may change over time due to changes in your account, such as the amount of assets, changes in investment managers, or investment performance.

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Location

1 Vanderbilt Avenue, 23rd Floor, New York, NY, 10017

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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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Employment History
Current Registrations
TD Private Client Wealth LLC
July 2021 - Present · 4 yrs 10 mos
TD Private Client Wealth LLCBroker
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
Citigroup Global Markets INC.
February 2020 - July 2021 · 1 yr 5 mos
Citigroup Global Markets INC.Broker
April 2012 - July 2021 · 9 yrs 3 mos
Hsbc Securities (USA) INC.Broker
May 2008 - March 2012 · 3 yrs 10 mos
Citigroup Global Markets INC.Broker
May 2007 - May 2008 · 1 yr
Citicorp Investment ServicesBroker
March 2005 - May 2007 · 2 yrs 2 mos
TD Waterhouse Investor Services, INC.Broker
November 2000 - March 2005 · 4 yrs 4 mos
State Registrations12 states
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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.
Demetrios Karagounis - Financial Advisor | TrueAdvisor