Spiro
Valasakos
Equitable Advisors, LLC
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About this Advisor
Spiro Valasakos is a financial advisor based in Scottsdale, Arizona, working with Equitable Advisors, LLC. Spiro has previously held positions at Liberty High School, Azusa Pacific University, Athens Services, Costco Wholesale, and Equitable Advisors, LLC. Spiro has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona, California, Colorado, New Mexico, Oregon, Texas, and Washington. Currently, Spiro is part of Equitable Advisors, LLC, which operates out of Scottsdale, Arizona. The firm has 885 offices and 5,565 employees. The firm manages assets totaling $29.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Equitable Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Equitable Advisors, LLC Brokerage Details
$29,776,092,676
5,565
79,686
$373,668
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Spiro Valasakos Work History
Equitable Advisors, LLC
Costco Wholesale
Athens Services
Azusa Pacific University
Liberty High School
Disclosures
Please visit the SEC profile of Spiro Valasakos to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Wellesley Hills, MA
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Rochester, NY
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