Michael Vlahandreas

PILOT ASSET MANAGEMENT LLC

Winnetka, IL 60093

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CRD#: 5582340

Professional summary

Michael Vlahandreas MR., who also goes by Michael Vlahandreas, is a registered financial advisor currently at PILOT ASSET MANAGEMENT LLC located in Winnetka, Illinois.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Michael has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Vlahandreas

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) - RIA

Click below to view Michael Vlahandreas MR.'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 5, 2008 - Present

PILOT ASSET MANAGEMENT LLC

Office #1: 560 Green Bay Road Suite 300, Winnetka, IL 60093

RIA

CRD#: 148146

Winnetka, IL

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

Illinois
(9/5/2008)

IAR

Indiana
(3/24/2009)

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: 7/24/2008

Uniform Investment Adviser Law Examination

Current Firm

PILOT ASSET MANAGEMENT LLC

CRD#: 148146 / SEC#:

Illinois

Registered Investment Advisory firm - (9/5/2008 Approved)

Indiana

Registered Investment Advisory firm - (3/24/2009 Approved)

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Contact information

Main Address

560 Green Bay Road Suite 300, Winnetka, IL 60093

Mailing Address

Phone number

(847) 386-6782

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	293
AUM (Assets Under Management)	$ 74,847,512

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.

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Michael Vlahandreas

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Vlahandreas MR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

PILOT ASSET MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/24/2008

Current Firm

PILOT ASSET MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PILOT ASSET MANAGEMENT LLC

TRUST BUT VERIFY

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