Vasilios
Rizos

Three Cord True Wealth Management, LLC

CRD#6565988
Investment Advisor
in Beaver, PA

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About this Advisor

Vasilios Rizos is a certified financial planner and chartered financial analyst operating in Beaver, Pennsylvania with a total of 1 year of industry experience. Rizos is an advisor for Three Cord True Wealth Management, LLC. Throughout their career, Rizos has worked at Pnc Investments, Pnc Bank, Banker Investment Group, Purdue University, Pnc Capital Finance, Dsf Wealth Management Group, Pcg Capital, Voya Financial Advisors, Cetera Advisor Networks LLC, Three Cord True Wealth Management and Lpl Financial, LLC. Rizos maintains Series 66 and Series 63 licenses, certifying them as a securities broker, and can work in Pennsylvania. Three Cord True Wealth Management, LLC is a financial advisory business based out of Beaver, PA. The firm has a total of nine people on staff. It controls $150 million in assets among its 556 customer accounts, making it one of the mid-sized firms in the country by assets under management. Of its 556 customer accounts, 40% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The company performs a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors typically are based on which services the firm provides the client. Fees billed by Three Cord True Wealth Management, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 66, Series 63, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

535 Third Street
Beaver, PA 15009

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Three Cord True Wealth Management, LLC Brokerage Details

Total Assets Under Management

$150,285,608

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

9

PA Average: 41
Total Number of Accounts

556

PA Average: 3,342
Average Account Size

$270,298

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Vasilios Rizos Work History

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

2022 - Present (2 years)

Three Cord True Wealth Management

2022 - Present (2 years)

Lpl Financial, LLC

2021 - 2022 (1 year)

Dsf Wealth Management Group

2021 - 2021 (< 1 year)

Voya Financial Advisors

2021 - 2022 (1 year)

Cetera Advisor Networks LLC

2019 - 2020 (1 year)

Pcg Capital

2017 - 2019 (2 years)

Pnc Capital Finance

2015 - 2017 (2 years)

Pnc Investments

2015 - 2017 (2 years)

Pnc Bank

2015 - 2015 (< 1 year)

Pnc Investments

2014 - 2014 (< 1 year)

Banker Investment Group

2014 - 2014 (< 1 year)

Pnc Bank

2011 - 2014 (3 years)

Purdue 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 Vasilios Rizos 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 Three Cord True Wealth Management, LLC

Vasilios Rizos
Beaver, PA
Nicholas Raught
Beaver, PA
Tod Arbutina
Beaver, 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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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.

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