Constantine J. Kartsonas

STALEY CAPITAL ADVISERS

PITTSBURGH, PA 15219

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CRD#: 2280039

Professional summary

Constantine John Kartsonas, who also goes by Dean John Kartsonas, Dean Kartsonas, is a registered financial advisor currently at STALEY CAPITAL ADVISERS INC located in Pittsburgh, Pennsylvania.

Constantine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Constantine has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dean John Kartsonas | Dean Kartsonas

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Western Pennsylvania School for the Deaf (entity not investment related) 300 East Swissvale Ave, Pittsburgh PA 15218, non-profit school, Board Member (oversight of all aspects of school operations), Vice Chair, start 9/2010, approx 2 hrs per month, 1 of which is during trading hours. Not compensated.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Constantine John Kartsonas's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 26, 2018 - Present

STALEY CAPITAL ADVISERS INC

Office #1: One Oxford Centre 301 Grant Street, Suite 3950, Pittsburgh, PA 15219

RIA

CRD#: 107118

PITTSBURGH, PA

Past

September 9, 2013 - March 1, 2018

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

PITTSBURGH, PA

Past

July 16, 2013 - March 1, 2018

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

PITTSBURGH, PA

Past

January 2, 2008 - January 25, 2013

FEDERATED INVESTMENT COUNSELING

RIA

CRD#: 105325

PITTSBURGH, PA

Past

September 25, 1992 - October 19, 1994

IDS LIFE INSURANCE COMPANY

CRD#: 6321

Past

September 25, 1992 - October 19, 1994

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STALEY CAPITAL ADVISERS INC

CRD#: 107118 / SEC#: 801-52862

RIA

Registered Investment Advisory firm - (9/10/1996 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(4/26/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/26/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 3/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/16/2013

General Securities Representative Examination

Current Firm

STALEY CAPITAL ADVISERS INC

CRD#: 107118 / SEC#: 801-52862

RIA

Registered Investment Advisory firm - (9/10/1996 Approved)

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Contact information

Main Address

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

Mailing Address

Phone number

(412) 394-1292

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,033
AUM (Assets Under Management)	$ 2,876,862,358

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Constantine J. Kartsonas

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Constantine John Kartsonas's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

FEDERATED INVESTMENT COUNSELING

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

STALEY CAPITAL ADVISERS INC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/26/2013

SIE

Date: 3/1/2018

Series 7

Date: 7/16/2013

Current Firm

STALEY CAPITAL ADVISERS INC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STALEY CAPITAL ADVISERS INC

TRUST BUT VERIFY

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