Alexandros C. Eliopoulos
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.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 14, 2024 - September 12, 2025
ITHAKA STRATEGIC PARTNERS
July 14, 2022 - September 15, 2023
CITIZENS SECURITIES, INC.
July 14, 2022 - September 15, 2023
CITIZENS SECURITIES, INC.
December 2, 2016 - July 8, 2022
CITIGROUP GLOBAL MARKETS INC.
January 8, 2013 - July 8, 2022
CITIGROUP GLOBAL MARKETS INC.
January 25, 2011 - November 21, 2012
HSBC SECURITIES (USA) INC.
December 10, 2008 - January 6, 2011
CHASE INVESTMENT SERVICES CORP.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
ITHAKA STRATEGIC PARTNERS
CRD#: 308309 / SEC#:
Contact information
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.