Kristopher A. Karazissis

TRUIST ADVISORY SERVICES

FORT WORTH, TX 76109

Some features on this profile are disabled

CRD#: 5141712

Professional summary

Kristopher Alexander Karazissis, CFP®, who also goes by Kris A Karazissis, Kris Karazissis, Kristopher A Karazissis, Kristopher Karazissis, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Fort Worth, Texas and TRUIST INVESTMENT SERVICES, INC. located in Fort Worth, Texas.

Kristopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Kristopher has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kris A Karazissis | Kris Karazissis | Kristopher A Karazissis | Kristopher Karazissis

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.

RENTAL PROPERTY POSITION: OWNER OF REAL ESTATE NATURE: OWNER/SOLE PROPRIETOR INVESTMENT RELATED: NO NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2013 ADDRESS: 9004 RIVER TRAILS BLVD, FORT WORTH TX 76118 DESCRIPTION: MY WIFE AND I OWN A SINGLE FAMILY HOME THAT WE RENT OUT AS AN INVESTMENT PROPERTY. CKC MARKETING LLC POSITION: MEMBER NATURE: OWNER/SOLE PROPRIETOR INVESTMENT RELATED: NO NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2011 ADDRESS: 9100 AUTUMN FALLS DR, FORT WORTH TX 76118 DESCRIPTION: CO-OWNER OF ONLINE MARKETING AND SALES. CKC INVESTMENT HOLDINGS LLC POSITION: President & Part Owner NATURE: Part owner of CKC Investment Holdings LLC that holds various real estate. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2023 ADDRESS: Fort Worth TX, United States DESCRIPTION: Manage various real estate properties. THE OAKRIDGE SCHOOL POSITION: Associate Regent NATURE: The Oakridge School is a K-12th grade college preparatory school. I have been asked to serve on the board of regents. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 08/01/2025 ADDRESS: Arlington TX, United States DESCRIPTION: I have been asked to serve on the board of regents for an unpaid position to advance the goals of the school. I will act as a volunteer for this non-profit entity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kristopher Alexander Karazissis'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®

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

February 17, 2021 - Present

TRUIST ADVISORY SERVICES, INC.

Office #1: 5128 Apache Plume Rd, Fort Worth, TX 76109

RIA

CRD#: 283390

FORT WORTH, TX

Current

February 17, 2021 - Present

TRUIST INVESTMENT SERVICES, INC.

Office #1: 5128 Apache Plume Rd Ste 350, Fort Worth, TX 76109

CRD#: 17499

Fort Worth, TX

Past

January 2, 2018 - February 17, 2021

BB&T SECURITIES, LLC

RIA

CRD#: 142785

RICHMOND, VA

Past

January 2, 2018 - February 17, 2021

BB&T SECURITIES, LLC

CRD#: 142785

RICHMOND, VA

Past

August 25, 2015 - January 2, 2018

BB&T INVESTMENT SERVICES, INC.

RIA

CRD#: 33856

DALLAS, TX

Past

August 25, 2015 - January 2, 2018

BB&T INVESTMENT SERVICES, INC.

CRD#: 33856

DALLAS, TX

Past

December 23, 2013 - July 7, 2015

PNC MANAGED ACCOUNT SOLUTIONS, INC.

RIA

CRD#: 110476

AZLE, TX

Past

May 16, 2013 - July 7, 2015

BBVA SECURITIES INC.

CRD#: 27060

FORT WORTH, TX

Past

June 24, 2011 - May 16, 2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC

CRD#: 17086

CARROLLTON, TX

Past

December 11, 2008 - May 20, 2011

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

FT. WORTH, TX

Past

December 9, 2008 - May 20, 2011

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

FT. WORTH, TX

Past

November 30, 2006 - December 18, 2008

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

GLENDALE, CA

Past

May 22, 2006 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

GLENDALE, CA

Past

May 22, 2006 - December 18, 2008

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

GLENDALE, CA

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".

TRUIST ADVISORY SERVICES, INC.

SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.

CRD#: 283390 / SEC#: 801-107729

RIA

Registered Investment Advisory firm - (5/18/2016 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.

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

Texas
(2/17/2021)

IAR

Texas
(2/17/2021)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/17/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/25/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/15/2007

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/19/2006

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

TRUIST ADVISORY SERVICES, INC.

SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.

CRD#: 283390 / SEC#: 801-107729

RIA

Registered Investment Advisory firm - (5/18/2016 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

303 Peachtree Street 2nd Floor, Atlanta, GA 30303

Mailing Address

Po Box 4418 Mc 107, Atlanta, GA 30302

Phone number

(800) 874-4770

Established

Firm type

Fiscal year end

# of Employees

2,469

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TAS AMC WRAP MANAGED PROGRAMS BROCHURE (10/31/2025)

TAS CONSULTING SERVICES AMC ADVANTAGE FIRM BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	124,363
AUM (Assets Under Management)	$ 67,736,740,585

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
04/24/2025	Cover Page	Report
03/28/2024	Cover Page	Report
04/26/2023	Cover Page	Report

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.

Similar Advisors

James Moore

EDWARD JONES

IAR

Ft Worth, TX

Sean Leonard

LPL FINANCIAL LLC

IAR

Hurst, TX

Robert Shannon

BRAZOS WEALTH ADVISORS LLC

IAR

FORT WORTH, TX

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Kristopher A. Karazissis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kristopher Alexander Karazissis's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUIST INVESTMENT SERVICES, INC.

BB&T SECURITIES, LLC

BB&T SECURITIES, LLC

BB&T INVESTMENT SERVICES, INC.

BB&T INVESTMENT SERVICES, INC.

PNC MANAGED ACCOUNT SOLUTIONS, INC.

BBVA SECURITIES INC.

BBVA COMPASS INVESTMENT SOLUTIONS, INC

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

MSI FINANCIAL SERVICES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

TRUIST ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/17/2013

Series 63

Date: 5/25/2006

SIE

Date: 10/1/2018

Series 7

Date: 2/15/2007

Series 6

Date: 5/19/2006

FINRA

Current Firm

TRUIST ADVISORY SERVICES, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TRUIST ADVISORY SERVICES, INC.

TRUST BUT VERIFY

Similar Advisors