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Spiros Vassilakos

Csenge Advisory Group, LLC
25 Years of Experience
Tarpon Springs, FL
1 DisclosureSells Insurance
View SEC Summary
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Spiros Vassilakos is a registered investment advisor at Csenge Advisory Group, LLC, based in Tarpon Springs, FL, with 25 years of industry experience. Spiros operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 7,199 clients with $3.2B in assets under management.

Csenge Advisory Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
75 advisors
Number of Clients
7,199 clients
Average Client Portfolio
$440K average
Assets Under Management
$3.2B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.35%

Maximum annual fee is 2.35% for asset management programs, 1.50% for asset allocation services, and up to 2.5% for third-party management programs. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2625 Keystone Rd, Ste. A4,, Tarpon Springs, FL, 34688

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2006
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Spiros owns Athenian Private Client Group, where he offers insurance services including life, disability, and long-term care insurance, dedicating minimal time. He also works as an independent contractor for Csenge Advisory, providing investment advisory services nearly full-time.

Employment History
Current Registrations
Csenge Advisory Group, LLC
September 2023 - Present · 3 yrs 1 mo
Previous Registrations
Lion Street Financial, LLCBroker
September 2023 - January 2024 · 4 mos
Cambridge Investment Research Advisors, INC.
July 2020 - September 2023 · 3 yrs 2 mos
Cambridge Investment Research, INC.Broker
June 2020 - September 2023 · 3 yrs 3 mos
Sagepoint Financial, INC.
August 2017 - July 2020 · 2 yrs 11 mos
Sagepoint Financial, INC.Broker
August 2017 - July 2020 · 2 yrs 11 mos
LPL Financial LLC
June 2016 - September 2017 · 1 yr 3 mos
LPL Financial LLCBroker
June 2016 - September 2017 · 1 yr 3 mos
Householder Group Estate & Retirement Specialists
June 2016 - June 2016 · 0 mos
Sagepoint Financial, INC.
September 2007 - July 2016 · 8 yrs 10 mos
Sagepoint Financial, INC.Broker
January 2007 - July 2016 · 9 yrs 6 mos
Chase Investment Services CORP.Broker
September 2004 - February 2007 · 2 yrs 5 mos
Wm Financial Services, INC.Broker
January 2004 - August 2004 · 7 mos
PNC InvestmentsBroker
January 2004 - January 2004 · 0 mos
J.J.B. Hilliard, W.L. Lyons, INC.Broker
June 2002 - January 2004 · 1 yr 7 mos
PNC Brokerage CORPBroker
December 2001 - June 2002 · 6 mos
Citicorp Investment ServicesBroker
July 2001 - December 2001 · 5 mos
American Express Financial Advisors INC.Broker
January 2001 - March 2001 · 2 mos
Ids Life Insurance CompanyBroker
January 2001 - March 2001 · 2 mos
State Registrations3 states
FLNJNY
Advisor

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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