Timothy M. Stasinoulias

AEGIS WEALTH ADVISORS. LLC

Hartland, WI 53029-8313

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CRD#: 2512733

Professional summary

Timothy Michael Stasinoulias is a registered financial advisor currently at AEGIS WEALTH ADVISORS. LLC located in Hartland, Wisconsin.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Timothy has worked at 7 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

PREPAID LEGAL SERVICES; NON-INVESTMENT RELATED. SINCE JUNE 2002; APPROX 2 HRS PER MTH/ 0 DURING TRADING. SERVICE TO COMPANIES & INDIVIDUALS. MARKETING & SELLING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Michael Stasinoulias's 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

September 29, 2005 - Present

AEGIS WEALTH ADVISORS. LLC

Office #1: 1208 State Road 83, Hartland, WI 53029-8313

RIA

CRD#: 136815

Hartland, WI

Past

September 4, 2002 - August 30, 2005

INTERVEST INTERNATIONAL, INC.

RIA

CRD#: 111516

BROOKFIELD, WI

Past

August 19, 2002 - August 30, 2005

INTERVEST INTERNATIONAL EQUITIES CORPORATION

CRD#: 20289

COLORADO SPRINGS, CO

Past

December 1, 1999 - July 15, 2002

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

CONSHOHOCKEN, PA

Past

December 4, 1998 - November 22, 1999

CADARET, GRANT & CO., INC.

CRD#: 10641

SYRACUSE, NY

Past

January 4, 1996 - January 13, 1999

THE ADVISORS GROUP, INC.

CRD#: 14035

BETHESDA, MD

Past

October 10, 1994 - December 31, 1995

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

OAKDALE, MN

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

Wisconsin
(9/29/2005)

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 65

Date: 11/5/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/29/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 10/7/1994

Investment Company Products/Variable Contracts Representative Examination

Current Firm

AEGIS WEALTH ADVISORS. LLC

AEGIS WEALTH ADVISORS, LLC | AEGIS WEALTH ADVISORS. LLC

CRD#: 136815 / SEC#:

Wisconsin

Registered Investment Advisory firm - (9/29/2005 Approved)

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Contact information

Main Address

1208 State Road 83, Hartland, WI 53029-8313

Mailing Address

Phone number

(262) 369-5200

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	196
AUM (Assets Under Management)	$ 27,669,558

Red Flags

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

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Timothy M. Stasinoulias

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Michael Stasinoulias's CRS (Customer Relationship Summary).

Certified licenses

Experience

AEGIS WEALTH ADVISORS. LLC

INTERVEST INTERNATIONAL, INC.

INTERVEST INTERNATIONAL EQUITIES CORPORATION

HORNOR, TOWNSEND & KENT, LLC

CADARET, GRANT & CO., INC.

THE ADVISORS GROUP, INC.

WOODBURY FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/5/1998

Series 63

Date: 9/29/1994

Series 6

Date: 10/7/1994

Current Firm

AEGIS WEALTH ADVISORS. LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

AEGIS WEALTH ADVISORS. LLC

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