Stavros
Moforis

Sagepoint Financial, Inc

CRD#6044154
Investment Advisor
in Oldsmar, FL

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About this Advisor

Stavros Moforis is a financial advisor operating out of Oldsmar, Florida, with 6 years of relevant experience. Moforis is an employee of Sagepoint Financial, Inc. The advisor has gained experience at Principal Life Ins Co, Princor Financial Services Corp, Sentinel Financial, Lifecraft, Regal Investment Advisors, LLC, Regulus Advisors LLC and Sagepoint Financial, Inc. Moforis has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Florida and Georgia. Sagepoint Financial, Inc is a registered investment business headquartered in Phoenix, AZ. The firm has offices in 770 locations and a total of 3,563 employees. It manages $17 billion in assets among its 86,848 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 113 charities and foundations. Of its 86,848 accounts, just 10% are associated with high-net-worth clients who have more than $1 million in assets. The business offers a number of services, such as 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. Fees charged by financial advisors usually are based on which service is provided. However, fees billed by Sagepoint Financial, Inc can consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3980 Tampa Road Suite 205
Oldsmar, FL 34677

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Sagepoint Financial, Inc Brokerage Details

Total Assets Under Management

$16,478,907,740

FL Average: $1,555,372,352
Total Number of Employees

3,563

FL Average: 37
Total Number of Accounts

86,848

FL Average: 1,370
Average Account Size

$189,744

FL Average: $1,135,308

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

Stavros Moforis Work History

Stavros has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Sagepoint Financial, Inc

2013 - Present (11 years)

Sentinel Financial

2017 - 2017 (< 1 year)

Regal Investment Advisors, LLC

2017 - 2017 (< 1 year)

Regulus Advisors LLC

2013 - 2017 (4 years)

Principal Life Ins Co

2013 - 2017 (4 years)

Princor Financial Services Corp

2013 - 2017 (4 years)

Lifecraft

*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 Stavros Moforis 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 Sagepoint Financial, Inc

Leo Choquette
Braintree, MA
Byron Eddie Arnold
Beaumont, TX
David Walkup
Spring, TX
Timothy Sepsi
Lemont Furnace, PA
Kenneth Hagar
Sterling Heights, MI
Alan Pederson
Phoenix, AZ
Sean Mannello
Phoenix, AZ

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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