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Anastasios Liosatos

15 Years of Experience
Deer Park, IL
Broker

Anastasios Liosatos is a registered investment advisor at Raymond James & Associates, INC., based in Deer Park, IL, with 15 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

21925 W. Field Parkway, Suite 206, Deer Park, IL, 60010

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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

Anastasios is a managing member of Silver Liberatore Group LLC since 2021. He dedicates minimal time to this business, which is not investment-related.

Employment History
Current Registrations
Raymond James & Associates, INC.
April 2021 - Present · 5 yrs 5 mos
Raymond James & Associates, INC.Broker
April 2021 - Present · 5 yrs 5 mos
Previous Registrations
UBS Financial Services INC.
November 2013 - April 2021 · 7 yrs 5 mos
UBS Financial Services INC.Broker
November 2013 - April 2021 · 7 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2010 - November 2013 · 3 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2010 - November 2013 · 3 yrs 5 mos
State Registrations36 states
AZCACOCTDEFLGAIAIDILINKYLAMAMDMEMIMNMOMSMTNCNJNMNVNYOHPASCSDTNTXVAVTWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.