Timothy Michael Stasinoulias
| Firm: | Aegis Wealth Advisors. LLC |
|---|---|
| Advisor Location: | Wales, WI |
| Firm Primary Clients: | Individuals |
| Type: | RIA |
Description
Timothy Michael Stasinoulias is a representative at Aegis Wealth Advisors. LLC in Wales, WI. Aegis Wealth Advisors. LLC primarily manages accounts for individuals, high net worth individuals, and corporations or other businesses and has more than $18M in assets under management. This advisor is registered with the SEC.
BrightScope Advisor Metrics
Answers and Guides
Level 1
Level 1 Contributor
0 Answers and 0 Financial Guides
Top Answers
Timothy Michael Stasinoulias has not answered any questions on Financial Q&A.Top Guides
Timothy Michael Stasinoulias has not contributed any Financial Guides on Financial Q&A.
*Answers and guides are provided without compensation.
Firm Client Types
| Individuals | |
| High Net Worth Individuals | |
| Pension and Profit Sharing Plans | |
| Corporations or Other Businesses | |
| Charitable Organizations |
*The Client Types data displayed is firm level data as reported on the SEC ADV filing.
Experience and Employment History
| Employer | Years | Dates |
|---|---|---|
| Aegis Wealth Advisors. LLC | 6 years, 9 months | Sep 2005 - Present |
| Intervest International Equities Corp | 3 years | Aug 2002 - Aug 2005 |
| Hornor, Townsend, & Kent | 2 years, 8 months | Nov 1999 - Jul 2002 |
*Experience and Employment History information reflects the past 10
years of employment as reported on the SEC ADV filing as of 07/19/2011, and is not a complete representation of the advisor's experience and
employment history. Furthermore, the advisor is required to provide this information only while registered with an investment advisor firm
and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an employment date of "Present" may not reflect the advisor's current employment status.
Licenses and Conduct
| Regulator |
|
|
|---|---|---|
| License Status |
Registered
|
Not registered
|
| Disclosures |
No Disclosures Found |
No Disclosures Found |
| As of Date |
07/19/2011
|
07/19/2011
|
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.
*BrightScope is not endorsed by or affiliated with FINRA.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.
*BrightScope is not endorsed by or affiliated with FINRA.
Advisor Exams
| Exam | Series | Passed Date |
|---|---|---|
| Uniform Investment Adviser Law Examination | Series 65 | 11/05/1998 |
| Investment Company Products/Variable Contracts Representative Examination | Series 6 | 10/07/1994 |
| Uniform Securities Agent State Law Examination | Series 63 | 09/29/1994 |
Advisor Compensation Arrangements
Fee Only
Advisor
Advisor
This advisor has certified that they are compensated solely by their clients, and do not accept commissions or compensation of any kind based on the products they recommend.
