Michalis Kritikos
Michalis Kritikos is a registered investment advisor at Schwab Wealth Advisory, INC., based in Chicago, IL, with 14 years of industry experience. Michalis 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
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
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.
Location
150 S Wacker Dr, Chicago, IL, 60606
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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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Michalis works as a bartender/waiter at Easy St Pizza for less than 20 hours per month to help a friend. He is also a board member at St. Necatarios Greek Orthodox Church, overseeing the athletic department and acting as a liaison with the day school, also spending less than 20 hours per month.
Employment History
Current Registrations
Schwab Wealth Advisory, INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
TD Ameritrade, INC.Broker
Charles Schwab & CO., INC.
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Scottrade Investment Management
Scottrade, INC.Broker
Goldman, Sachs & CO.Broker
New England SecuritiesBroker
State Registrations15 states
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