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Vasilios M. Kofitsas

BACK BAY LIFE SCIENCE ADVISORY
Boston, MA 02116
Some features on this profile are disabled
CRD#: 3016342
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Professional summary


Vasilios Markos Kofitsas is a registered financial professional currently at BACK BAY LIFE SCIENCE ADVISORY, LLC located in Boston, Massachusetts.

Vasilios is registered as a RR (Registered Representative) and started their career in finance in 1998. Vasilios has worked at 4 firms and has passed the Series 63, Series 79TO, Series 99TO, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Vasilios Markos Kofitsas'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

August 8, 2012 - Present

BACK BAY LIFE SCIENCE ADVISORY, LLC

Office #1: 545 Boylston Street 12th Floor, Boston, MA 02116Office #2: 545 Boylston St, Boston, MA 02116
BD
CRD#: 158846
Boston, MA
Past

April 9, 2010 - February 9, 2011

SUMMER STREET RESEARCH PARTNERS

BD
CRD#: 127142
BOSTON, MA
Past

March 14, 2007 - January 22, 2008

OPPENHEIMER & CO. INC.

BD
CRD#: 249
BOSTON, MA
Past

January 6, 2000 - January 4, 2007

LEERINK PARTNERS LLC

BD
CRD#: 39011
BOSTON, MA
Past

April 24, 1998 - December 31, 1998

LEERINK PARTNERS LLC

BD
CRD#: 39011
BOSTON, MA

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Massachusetts
(8/15/2012)

Exams


State Security Law Exam
RR
Series 63
Date: 3/27/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


BB
BACK BAY LIFE SCIENCE ADVISORY, LLC
BACK BAY LIFE SCIENCE ADVISORY, LLC

CRD#: 158846 / SEC#: , 8-68931

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information


Main Address
545 Boylston Street 12th Floor, Boston, MA 02116
Mailing Address
2016 Ocean Street Mail Box 5, Narshfield, MA 02050
Phone number
(617) 367-0099
Established
Massachusetts since 05/31/2011
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)


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Documents


Direct owners and executive officers


NamePositionCRD#
BACK BAY LIFE SCIENCE ADVISORS LLCMEMBER
FLYNN, PETER FRANCISCCO, FIN/OP2655124
GERTLER, JONATHAN PAULMANAGER4439498

Red Flags


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

Company Information


BACK BAY LIFE SCIENCE ADVISORY, LLC

CRD#: 158846Boston, MA 02116

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