DT
DT

Dimitri Tsioutsiopoulos

19 Years of Experience
Los Angeles, CA
Broker

Dimitri Tsioutsiopoulos is a registered investment advisor at Schwab Wealth Advisory, INC., based in Los Angeles, CA, with 19 years of industry experience. Dimitri operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning.

Compensation
N/A
Firm Size
1462 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$500K
Planning is included in investment management

SWAI does not directly charge clients for investment advice. Schwab pays SWAI a fee for the investment advice provided to SWA Accounts. SWAI Representatives provide periodic recommendations to clients about how to allocate assets and which securities to buy, sell and hold in a SWA account.

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Location

2029 Century Park East,, Suite #940, Los Angeles, CA, 90067

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Schwab Wealth Advisory, INC.
June 2025 - Present · 11 mos
Charles Schwab & CO., INC.Broker
June 2025 - Present · 11 mos
Previous Registrations
Morgan StanleyBroker
September 2024 - May 2025 · 8 mos
Morgan Stanley
September 2024 - May 2025 · 8 mos
Charles Schwab & CO., INC.
July 2024 - September 2024 · 2 mos
Schwab Wealth Advisory, INC.
March 2022 - July 2024 · 2 yrs 4 mos
Charles Schwab & CO., INC.
March 2022 - March 2023 · 1 yr
Schwab Private Client Investment Advisory, INC.
October 2016 - March 2022 · 5 yrs 5 mos
Charles Schwab & CO., INC.
August 2010 - October 2016 · 6 yrs 2 mos
Charles Schwab & CO., INC.Broker
August 2010 - September 2024 · 14 yrs 1 mo
MML Investors Services, INC.Broker
June 2010 - August 2010 · 2 mos
MML Investors Services, INC.
June 2010 - August 2010 · 2 mos
U.S. Bancorp Investments, INC.
June 2008 - June 2008 · 0 mos
U.S. Bancorp Investments, INC.Broker
May 2007 - June 2008 · 1 yr 1 mo
Nylife Securities LLCBroker
May 2004 - May 2007 · 3 yrs
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.