Dean Kantzos
Dean Kantzos is a registered investment advisor at Cetera Investment Advisers LLC, based in Glen Rock, NJ, with 23 years of industry experience. Dean 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
139 Harristown Road, Suite 208, Glen Rock, NJ, 07452
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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.
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Dean is the founder of Dean Financial Group and Dean Kantzos Wealthcare, LLC (DBA Dean Financial Group), both providing financial services to clients. These activities take up significantly more than full-time hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations5 states
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