GT
George Torounidis
ITHAKA STRATEGIC PARTNERS
Kings Park, NY 11754
Some features on this profile are disabled
CRD#: 4678154
GT
Professional summary
George Torounidis is a registered financial advisor currently at ITHAKA STRATEGIC PARTNERS located in Kings Park, New York and EQUITYBEE SECURITIES, LLC located in Palo Alto, California.
George is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. George has worked at 8 firms and has passed the Series 66, Series 63, Series 79TO, SIE, Series 7, Series 24 and Series 4 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.
COYLE HOSPITALITY GROUP-244 MADISON AVENUE, NEW YORK,NY. 10016. GUEST SERVICE MEASURMENT&ANALYSIS-EVALUATOR. START DATE 05/02/08. WORKS 4 HOURS PER MONTH,NO HOURS SPENT DURING MARKET HOURS. EVALUATOR OF HOTELS,RESTAURANTS. COMPENSATION IS REIMBURSMENT OF EXPENSES PLUS A FEE. SIDEWORKHQ - PASSIVE INVESTMENT WITH A COMPANY THAT PROVIDES SOFTWARE TO THE HOSPITALITY INDUSTRY. INVESTMENT RELATED, 0 HOURS PER WEEK. Ithaka Strategic Partners - registered investment adviser; Founder/Owner; dual registration required by NY law, start date June 2024. 10 hours/month; 0 during trading hours. Review P&L on a monthly basis. Consult on overall strategy, sales processes; no investment-related duties.
CRS (Client Relationship Summary) - RIA
Click below to view George Torounidis'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®
NoneExperience
Current
June 14, 2024 - Present
ITHAKA STRATEGIC PARTNERS
Office #1: 5 Willow Lane, Kings Park, NY 11754RIA
CRD#: 308309
Kings Park, NY
Current
April 6, 2022 - Present
EQUITYBEE SECURITIES, LLC
Office #1: 955 Alma Street. Suite B, Palo Alto, CA 94301BD
CRD#: 41896
PALO ALTO, CA
Past
April 16, 2021 - March 31, 2022
NORTH CAPITAL PRIVATE SECURITIES CORPORATION
BD
CRD#: 154559
SALT LAKE CITY, UT
Past
June 18, 2013 - September 10, 2019
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
LONG ISLAND CITY, NY
Past
June 13, 2013 - September 10, 2019
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
LONG ISLAND CITY, NY
Past
October 1, 2012 - April 24, 2013
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
COMMACK, NY
Past
October 1, 2012 - April 24, 2013
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
COMMACK, NY
Past
April 29, 2010 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
RIA
CRD#: 25574
GREENLAWN, NY
Past
April 26, 2010 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
GREENLAWN, NY
Past
October 8, 2009 - April 21, 2010
FIRST MIDWEST SECURITIES, INC.
RIA
CRD#: 21786
BLOOMINGTON, IL
Past
September 18, 2007 - April 21, 2010
FIRST MIDWEST SECURITIES, INC.
BD
CRD#: 21786
BLOOMINGTON, IL
Past
September 5, 2003 - October 17, 2007
AMERICAN CAPITAL PARTNERS, LLC
BD
CRD#: 119249
HAUPPAUGE, NY
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.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
Alabama(4/6/2022)
RR
Alaska(4/6/2022)
RR
Arizona(4/6/2022)
RR
Arkansas(4/6/2022)
RR
California(4/6/2022)
RR
Colorado(4/6/2022)
RR
Connecticut(4/6/2022)
RR
Delaware(4/6/2022)
RR
District of Columbia(4/6/2022)
RR
Florida(4/6/2022)
RR
Georgia(4/6/2022)
RR
Hawaii(8/12/2022)
RR
Idaho(4/6/2022)
RR
Illinois(5/9/2022)
RR
Indiana(4/6/2022)
RR
Iowa(4/6/2022)
RR
Kansas(4/6/2022)
RR
Kentucky(4/6/2022)
RR
Louisiana(4/6/2022)
RR
Maine(4/6/2022)
RR
Maryland(4/7/2022)
RR
Massachusetts(4/13/2022)
RR
Michigan(4/6/2022)
RR
Minnesota(4/6/2022)
RR
Mississippi(4/6/2022)
RR
Missouri(4/6/2022)
RR
Montana(4/6/2022)
RR
Nebraska(4/6/2022)
RR
Nevada(4/6/2022)
RR
New Hampshire(4/6/2022)
RR
New Jersey(4/6/2022)
RR
New Mexico(4/6/2022)
RR
New York(4/6/2022)
IAR
New York(6/14/2024)
RR
North Carolina(4/6/2022)
RR
North Dakota(4/6/2022)
RR
Ohio(4/6/2022)
RR
Oklahoma(4/6/2022)
RR
Oregon(8/16/2022)
RR
Pennsylvania(4/6/2022)
RR
Puerto Rico(4/19/2022)
RR
Rhode Island(4/6/2022)
RR
South Carolina(4/6/2022)
RR
South Dakota(4/6/2022)
RR
Tennessee(4/6/2022)
RR
Texas(4/6/2022)
RR
Utah(4/6/2022)
RR
Vermont(4/6/2022)
RR
Virginia(4/6/2022)
RR
Washington(7/1/2022)
RR
West Virginia(4/6/2022)
RR
Wisconsin(4/6/2022)
RR
Wyoming(4/6/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
IS
ITHAKA STRATEGIC PARTNERS
ITHAKA STRATEGIC PARTNERS
CRD#: 308309 / SEC#:
New York
Registered Investment Advisory firm - (6/14/2024 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
5 Willow Lane, Kings Park, NY 11754
Mailing Address
Phone number
(934) 216-0774
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 5 |
| AUM (Assets Under Management) | $ 1,112,000 |
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.
Company Information
ITHAKA STRATEGIC PARTNERS
CRD#: 308309Kings Park, NY 11754TRUST BUT VERIFY
Monitor George Torounidis
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
