Louis
Cheregotis
C2C Wealth Management, LLC
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About this Advisor
Louis Cheregotis is a financial advisor based in Sausalito, California, working with C2C Wealth Management, LLC. Louis has previously held positions at Wells Fargo Clearing Services, LLC, Purshe Kaplan Sterling Investments, C2C Wealth Management, and Wells Fargo Advisors LLC. Louis has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Louis is part of C2C Wealth Management, LLC, which operates out of Sausalito, California. The firm has 1 office and 2 employees. The firm manages assets totaling $190.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at C2C Wealth Management, LLC includes asset-based fees.
Certifications and Registrations
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Fee Structure
Office Location
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C2C Wealth Management, LLC Brokerage Details
$190,909,793
2
491
$388,818
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Louis Cheregotis Work History
Purshe Kaplan Sterling Investments
C2C Wealth Management
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
Disclosures
Please visit the SEC profile of Louis Cheregotis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at C2C Wealth Management, LLC
Sausalito, CA
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