Sotirios Vangelatos
Sotirios Vangelatos is a registered investment advisor at Raymond James & Associates, INC., based in Locust Valley, NY, with 14 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
230 Birch Hill Road, Locust Valley, NY, 11560
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sotirios owns a NYC Yellow Taxi Medallion since 1992, dedicating minimal time to this business. This activity is not investment-related.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
E*trade Securities LLCBroker
Refco Securities, LLCBroker
Joseph Stevens & Company, INC.Broker
State Registrations3 states
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