Theodore
Katsoulis
Herring Ria Sub, LLC
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About this Advisor
Theodore Katsoulis is a financial advisor operating in San Francisco, California with 1 year of relevant experience. Katsoulis is an employee of Herring Ria Sub, LLC. Throughout their career, they have worked at Herring Labs, Inc (Dba "Playbook"), Financial Venture Studio, Gordon E. And Betty I. Moore Foundation, Jp Morgan Asset Management and Villanova University. Katsoulis maintains a Series 65 license, designating them as an investment advisor representative, and is registered to serve investors in California. Herring Ria Sub, LLC is a financial advisory firm operating out of San Francisco, CA. It oversees $421 thousand in assets between its 2,486 customer accounts, placing it among the smaller firms in the nation by assets under management. Of its 2,486 client accounts, just 3% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm provides a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors vary depending on which services the firm provides the client. However, fee types charged by Herring Ria Sub, LLC typically consist of other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Herring Ria Sub, LLC Brokerage Details
$420,920
9
2,486
$169
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Theodore Katsoulis Work History
Theodore has been registered as a financial advisor for 1 years.*
Herring Labs, Inc (Dba "Playbook")
Financial Venture Studio
Gordon E. And Betty I. Moore Foundation
Jp Morgan Asset Management
Villanova University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Theodore Katsoulis 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 Herring Ria Sub, LLC
San Francisco, CA
San Francisco, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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