MS
MS

Michael Stalilionis

20 Years of Experience
Concord, CA
Broker

Michael Stalilionis is a registered investment advisor at Assetmark, INC., based in Concord, CA, with 20 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 410,747 clients with $77B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
197 advisors
IM Fee
Planning only
Assets Under Management
$77.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1655 Grant Street, 10th Floor, Concord, CA, 94520-2445

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Michael works full-time as a Senior Business Development Consultant for AssetMark, Inc., a registered investment adviser and affiliate of AssetMark Brokerage, LLC, since June 2019. This employment is investment-related.

Employment History
Current Registrations
Assetmark, INC.
October 2019 - Present · 6 yrs 7 mos
Assetmark Brokerage, LLC
July 2019 - Present · 6 yrs 10 mos
Assetmark Brokerage, LLCBroker
July 2019 - Present · 6 yrs 10 mos
Previous Registrations
Maxim Group LLCBroker
January 2017 - August 2018 · 1 yr 7 mos
Barrington Research Associates, INC.Broker
October 2011 - January 2017 · 5 yrs 3 mos
Dematteo Monness LLCBroker
December 2009 - September 2011 · 1 yr 9 mos
Lynch, Jones & Ryan, INC.Broker
November 2000 - November 2005 · 5 yrs
State Registrations2 states
CACO
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.