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George Torounidis

20 Years of Experience
Kings Park, NY
1 DisclosureBroker

George Torounidis is a registered investment advisor at Ithaka Strategic Partners, based in Kings Park, NY, with 20 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$1.1M

Fee Structure

Ithaka Strategic Partners manages investment portfolios for a fee based on the value of your investments. The annual fee is calculated as follows:

  • The specific fee schedule is not provided in the document.

Fees are negotiable, pro-rated, and paid monthly. If ISP uses a third-party manager, the manager will debit the client's account for both the manager's fee and ISP's fee. The fee schedule above does not include the outside manager's fee.

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Location

5 Willow Lane, Kings Park, NY, 11754

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History

Regulatory History (1)
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Judgment / Lien
January 2020
Other Business Activities

George works as an evaluator of hotels and restaurants for Coyle Hospitality Group, spending minimal time per month. He also has a passive investment in SideWorkHQ and is the Founder/Owner of Ithaka Strategic Partners, a registered investment advisor, spending a few hours per week on strategy and sales processes.

Employment History
Current Registrations
Ithaka Strategic Partners
June 2024 - Present · 1 yr 11 mos
Equitybee Securities, LLC
April 2022 - Present · 4 yrs 1 mo
Equitybee Securities, LLCBroker
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
North Capital Private Securities CorporationBroker
April 2021 - March 2022 · 11 mos
Citigroup Global Markets INC.
June 2013 - September 2019 · 6 yrs 3 mos
Citigroup Global Markets INC.Broker
June 2013 - September 2019 · 6 yrs 3 mos
J.P. Morgan Securities LLCBroker
October 2012 - April 2013 · 6 mos
J.P. Morgan Securities LLC
October 2012 - April 2013 · 6 mos
Chase Investment Services CORP.
April 2010 - October 2012 · 2 yrs 6 mos
Chase Investment Services CORP.Broker
April 2010 - October 2012 · 2 yrs 6 mos
Fmsi Advisers
October 2009 - April 2010 · 6 mos
First Midwest Securities, INC.Broker
September 2007 - April 2010 · 2 yrs 7 mos
American Capital Partners, LLCBroker
September 2003 - October 2007 · 4 yrs 1 mo
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY
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.