AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
AE

Alexandros C. Eliopoulos

Some features on this profile are disabled
CRD#: 5619879
AE

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Alexandros C Eliopoulos, who also goes by Alex C Elios, was a registered financial professional .

Alexandros is a previously registered financial professional and started their career in finance in 2008. Alexandros had worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 10, Series 9 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Alex C Elios

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.
Business Development Representative for Cross Country Mortgage, support day to day activities of loan officer.

Blog Corner


CRS (Client Relationship Summary)


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

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


Past

June 14, 2024 - September 12, 2025

ITHAKA STRATEGIC PARTNERS

RIA
CRD#: 308309
KINGS PARK, NY
Past

July 14, 2022 - September 15, 2023

CITIZENS SECURITIES, INC.

RIA
CRD#: 39550
ASTORIA, NY
Past

July 14, 2022 - September 15, 2023

CITIZENS SECURITIES, INC.

BD
CRD#: 39550
JOHNSTON, RI
Past

December 2, 2016 - July 8, 2022

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
NEW YORK, NY
Past

January 8, 2013 - July 8, 2022

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

January 25, 2011 - November 21, 2012

HSBC SECURITIES (USA) INC.

BD
CRD#: 19585
NEW YORK, NY
Past

December 10, 2008 - January 6, 2011

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
NEW YORK, NY

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 12/1/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

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

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts5
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#: 308309

TRUST BUT VERIFY

Monitor Alexandros Eliopoulos

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.