Michael
Tsoukatos
Centura Wealth Advisory
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About this Advisor
Michael Tsoukatos is a financial advisor based in San Diego, California, working with Centura Wealth Advisory. Michael has previously held positions at Dexcom, University Of California Santa Barbara, Sagepoint Financial, Inc, Pennymac Capital Markets, Coastedge Partners, LLC, Ariston Services Group, LLC, and Ccg Wealth Management, LLC. Michael has passed the Series 63 regulatory exam and is registered to provide services in California. Currently, Michael is part of Centura Wealth Advisory, which operates out of San Diego, California. The firm has 4 offices and 39 employees. The firm manages assets totaling $643.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Centura Wealth Advisory includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Centura Wealth Advisory Brokerage Details
$642,975,493
39
1,425
$451,211
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Michael Tsoukatos Work History
Ccg Wealth Management, LLC
Ariston Services Group, LLC
Coastedge Partners, LLC
Pennymac Capital Markets
Sagepoint Financial, Inc
Dexcom
Dexcom
University Of California Santa Barbara
Disclosures
Please visit the SEC profile of Michael Tsoukatos 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 Centura Wealth Advisory
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
Denver, CO
San Diego, CA
San Diego, CA
San Diego, CA
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