Michael Costopoulos
Michael Costopoulos is a PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Okeechobee, FL, with 24 years of industry experience. Michael 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
195 S. W. 28th Street, Okeechobee, FL, 34974-5903
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is a partner/CPA at Costopoulos & Helton, P.A. since 1982 and an owner at Costopoulos Ellis & Associates, LLC since 2023, both providing accounting, tax, and consulting services. He also sells fixed and health insurance through various companies and is involved in family leasing, trust/will management, real estate ownership, and notary services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Hochman & Baker Investment Advisory Services, INC.
Hochman & Baker Securities, INC.Broker
CPA Financial Advisers, INC.
Copperleafe Wealth Management, LLC
CPA Financial Advisers, INC.Broker
H.D. Vest Investment ServicesBroker
State Registrations5 states
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