Vana Koutsomitis
Vana Koutsomitis is a registered investment advisor at Raymond James & Associates, INC., based in New York, NY, with 4 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
New York, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Vana is the owner/proprietor of Casita Espiritu, where she provides business coaching and marketing advice to entrepreneurs and founders. She dedicates minimal time to this activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Empirical Asset Management, LLC
Morgan Stanley
Morgan StanleyBroker
State Registrations11 states
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