Constandinos
Yenidounia

Forthright Capital Advisory

CRD#5335080
Investment Advisor
in Las Vegas, NV

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About this Advisor

Constandinos Yenidounia is a financial advisor based in Las Vegas, Nevada, working with Forthright Capital Advisory. Constandinos has previously held positions at Xy Wealth Advisors LLC, Benchmark Financial Wealth Advisors LLC, Bny Mellon, Forthright Capital Advisory, Forthright Capital Partners, Dawson James Asset Management, and Dawson James Securities, Inc. Constandinos has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Nevada. Currently, Constandinos is part of Forthright Capital Advisory, which operates out of Las Vegas, Nevada. The firm has 16 offices and 32 employees. The firm manages assets totaling $26.5 million. 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 Forthright Capital Advisory includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7251 W Lake Mead Blvd, Ste 300
Las Vegas, NV 89128

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Forthright Capital Advisory Brokerage Details

Total Assets Under Management

$26,466,902

NV Average: $664,206,839
Total Number of Employees

32

NV Average: 10
Total Number of Accounts

264

NV Average: 1,698
Average Account Size

$100,253

NV Average: $391,170

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Constandinos Yenidounia Work History

2022 - Present (2 years)

Forthright Capital Advisory

2022 - Present (2 years)

Forthright Capital Partners

2019 - Present (5 years)

Benchmark Financial Wealth Advisors LLC

2017 - 2019 (2 years)

Bny Mellon

2015 - 2017 (2 years)

Xy Wealth Advisors LLC

2015 - 2015 (< 1 year)

Dawson James Asset Management

2013 - 2015 (2 years)

Dawson James Securities, Inc

Disclosures

Please visit the SEC profile of Constandinos Yenidounia 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 Forthright Capital Advisory

Terry Szilasi
Spokane Valley, WA
Ki Tin Chan
Indian Head Park, IL
Benjamin Kaplan
Las Vegas, NV
Ryan Brown
Las Vegas, NV
Ivan Henriquez
Las Vegas, NV
Edward Hill
Conroe, TX
Nephi Eschler
Las Vegas, NV
Siew Chiun Yong
Rixeyville, VA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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