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Dean Constantinos Vetsikas

Dean Constantinos Vetsikas

CFP®
RADNOR, PA
·CRD# 5055951·20 years experience

Professional Summary

Dean Constantinos Vetsikas, CFP® was a registered financial advisor. Dean was registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Dean had worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFP®
Certified Financial PlannerSince 2013

Years of Experience

20 years in the financial services industry

Current & Past Employments

Unknown Firm·
150 N Radnor Chester Road Suite A-100, Radnor, PA 19087
October 5, 2026 - Present
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
RIA
Radnor, PA
September 9, 2016 - October 14, 2026
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
BD
Radnor, PA
September 9, 2016 - October 14, 2026
MORGAN STANLEY·CRD# 149777
RIA
Philadelphia, PA
February 25, 2011 - September 29, 2016
MORGAN STANLEY·CRD# 149777
BD
Philadelphia, PA
June 1, 2009 - September 29, 2016
CITIGROUP GLOBAL MARKETS INC.·CRD# 7059
BD
Philadelphia, PA
December 16, 2005 - June 1, 2009

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Current Firm

No current employment

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

RENTAL PROPERTY; INV. RELATED; PHILADELPHIA, PA; CO-OWNER; START DATE 1/2009; 5 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES - LANDLORD. SNAPSLIDE FEEDER FUND, LLC; NON INV RELATED; PHILADELPHIA, PA; 75% OWNER; HOLD INVESTMENT IN MEDICAL PACKAGING PRODUCT COMPANY; START: 7/1/17; 3 HRS/MO; 0 DURING TRADING. SNAPSLIDE, LLC; NON INV RELATED; PHILADELPHIA, PA; 3% OWNER; MEDICAL PACKAGING PRODUCT COMPANY; START: 7/1/17; 0 HR/MO; 0 DURING TRADING.; CLEANCOATING FEEDER LLC; INV. RELATED; WAYNE, PA; 100% OWNERSHIP; PURPOSE TO INVEST IN 2 PRIVATE INVESTMENTS; START DATE 10/2020; 0 HRS PER MONTH; DUTIES: PASSIVE INVESTOR.

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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.
IAR
Pennsylvania
(10/5/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jan 2006About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Dec 2005About the Series 7 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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Dean Constantinos Vetsikas
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