Constantine
Kartsonas

Staley Capital Advisers Inc

CRD#2280039
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Constantine Kartsonas is a chartered financial analyst working out of Pittsburgh, Pennsylvania with a total of 5 years of relevant experience. Kartsonas works at Staley Capital Advisers Inc. During their career, Kartsonas has held roles at Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, Shorebridge Wealth Management and Staley Capital Advisers, Inc. Kartsonas has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Pennsylvania. Staley Capital Advisers Inc is a company that has its headquarters in Pittsburgh, PA. It has $2 billion in assets under management across its 925 accounts, placing it among the largest firms in the nation by assets under management. The firm serves 20 charities and foundations. Of its 925 accounts, 60% are held by high-net-worth investors who have at least $1 million in investable assets. Staley Capital Advisers Inc has a few services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial advisory fee schedules typically vary depending on the type of services provided. Fees billed by Staley Capital Advisers Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years Registered*

5 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

One Oxford Centre 301 Grant Street, Suite 3950
Pittsburgh, PA 15219

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Staley Capital Advisers Inc Brokerage Details

Total Assets Under Management

$2,222,319,107

PA Average: $15,833,994,310
Total Number of Employees

12

PA Average: 41
Total Number of Accounts

925

PA Average: 3,342
Average Account Size

$2,402,507

PA Average: $4,737,880

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Constantine Kartsonas Work History

Constantine has been registered as a financial advisor for 5 years.*

2020 - Present (4 years)

Staley Capital Advisers, Inc

2018 - 2020 (2 years)

Staley Capital Advisers, Inc

2013 - 2018 (5 years)

Raymond James Financial Services, Inc

2013 - 2018 (5 years)

Raymond James Financial Services Advisors Inc

2013 - 2018 (5 years)

Shorebridge Wealth Management

*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 Constantine Kartsonas 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 Staley Capital Advisers Inc

Constantine Kartsonas
Pittsburgh, PA
Christopher Pretsch
Pittsburgh, PA
Andrew Roberge
Pittsburgh, PA
Thomas Mccrady
Pittsburgh, PA
Michael Friday
Pittsburgh, PA
William Stotz
Pittsburgh, PA
James Roberge
Pittsburgh, PA
John Staley Iv
Pittsburgh, PA

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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