Kostandinos
Misiriotis

Pensionmark Financial Group, LLC

CRD#6842318
Investment Advisor
in Phoenixville, PA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Kostandinos Misiriotis is a financial advisor operating in Phoenixville, Pennsylvania with 1 year of industry experience. Misiriotis is an advisor for Pensionmark Financial Group, LLC. Their career trajectory has included roles at The Vanguard Group, Inc, Temple University, Target, Gamestop, Wendys, William Tennent High School, Sequoia Consulting Group, Pensionmark Securities, Pensionmark Financial Group and Infosys. Misiriotis maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Pennsylvania. Pensionmark Financial Group, LLC is an advisory company that has its headquarters in Santa Barbara, CA. The company has offices in 59 locations and a total of 244 financial advisors. It handles $27 billion in assets between its 7,380 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 142 charitable organizations. Of its 7,380 customer accounts, just 4% are associated with high-net-worth clients who have greater than $1 million in assets. The firm offers a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers and educational seminars. Fees for financial management vary depending on which services the firm provides the client. However, fee types billed by Pensionmark Financial Group, LLC may include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Phoenixville, PA

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Pensionmark Financial Group, LLC Brokerage Details

Total Assets Under Management

$26,622,603,339

PA Average: $7,578,581,321
Total Number of Employees

244

PA Average: 43
Total Number of Accounts

7,380

PA Average: 3,727
Average Account Size

$3,607,399

PA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Kostandinos Misiriotis Work History

Kostandinos has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Sequoia Consulting Group

2021 - Present (3 years)

Pensionmark Securities

2021 - Present (3 years)

Pensionmark Financial Group

2020 - 2021 (1 year)

Infosys

2017 - 2020 (3 years)

The Vanguard Group, Inc

2015 - 2017 (2 years)

Temple University

2015 - 2017 (2 years)

Target

2014 - 2015 (1 year)

Gamestop

2013 - 2017 (4 years)

Temple University

2011 - 2014 (3 years)

Wendys

2009 - 2013 (4 years)

William Tennent High School

*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 Kostandinos Misiriotis 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 Pensionmark Financial Group, LLC

Erik Gotrik
Madison, WI
Barry Toole
Santa Barbara, CA
Katherine Mach
Fort Mill, SC
Melanie Brown
South Burlington, VT
Jason Cohn
Brentwood, TN
Jason Aceituno
San Mateo, CA
Joshua Johnson
San Antonio, TX
Rogelio Rocha
Los Angeles, 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started