AP
Athanassios Panagiotakopoulos
DYNAMIC
PHOENIX, AZ 85012
Some features on this profile are disabled
CRD#: 5774816
AP
Professional summary
Athanassios Panagiotakopoulos, who also goes by Thanasi Panagiotakopoulos, is a registered financial advisor currently at DYNAMIC located in Phoenix, Arizona.
Athanassios is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Athanassios has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Thanasi Panagiotakopoulos
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.
CRS (Client Relationship Summary) - RIA
Click below to view Athanassios Panagiotakopoulos'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®
NoneExperience
Current
March 29, 2019 - Present
DYNAMIC
Office #1: 5134 N Central Avenue Suite 101, Phoenix, AZ 85012RIA
CRD#: 151367
PHOENIX, AZ
Past
December 22, 2015 - May 31, 2019
PATHLIGHT INVESTORS, LLC
RIA
CRD#: 151479
PHOENIX, AZ
Past
June 10, 2010 - December 22, 2015
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
PHOENIX, AZ
Past
May 26, 2010 - December 22, 2015
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
PHOENIX, AZ
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".
DY
DYNAMIC
401K EXTRA LLC | WOLF PRIVATE WEALTH | WISDOM WEALTH MANAGEMENT | WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC | WERTH WEIL WEALTH MANAGEMENT INC. | WALKER MCMILLAN LLC | VICTORY INDEPENDENT PLANNING | SWISS AMERICAN WEALTH ADVISORS | SWENSON HUGHES WEALTH MANAGEMENT | SUNGARDEN INVESTMENT MANAGEMENT | STRATEGIC CAPITAL WEALTH MANAGEMENT LLC | STF WEALTH MANAGEMENT | STERLING SEQUOIA LLC | STEPHANIE BRUNO WEALTH ADVISOR | STAY TUNED CAPITAL | SEAGROVE WEALTH PARTNERS | SEA TO PEAK FINANCIAL ADVISORS | SAWAF FINANCIAL | RIDGEVALE FINANCIAL PLANNING | RENATUS PRIVATE WEALTH ADVISORS | REB PRIVATE WEALTH MANAGEMENT | RC WEALTH MANAGEMENT LLC | PROSPERITY WEALTH PLANNING | PRIORITAS FINANCIAL ADVISORS | PINNACLE PRIVATE ADVISORS | PALM CAPITAL MANAGEMENT | PALLADIAN WEALTH MANAGEMENT | OXFORD WEALTH ADVISORS | OXFORD FINANCIAL PLANNERS | ONE TREE WEALTH MANAGEMENT, LLC | MUTUAL TRUST ADVISORY GROUP | MONTAGE PRIVATE WEALTH | MIKE ACEVEDO FINANCIAL PLANNING | MAZZELLA ESTATE & ASSET MANAGEMENT LLC | MAY HILL CAPITAL LLC | MATZEN FINANCIAL | LIFESTONE FAMILY OFFICE | LIFEMANAGED | LEGACY FINANCIAL ADVISORS, LLC | HARDESTY PARTNERS | HANEI PRIVATE WEALTH ADVISORS | GILLESPIE INVESTMENT STRATEGIES, LLC | GARRETSON PLANNING | FULLER WEALTH MANAGEMENT | FULL PICTURE FINANCIAL, LLC | FORTRESS ASSET MANAGEMENT | FAIR STREET ADVISORS | ELLIOTT ASSET MANAGEMENT | EDWARD STORER & ASSOCIATES | DYNAMIC WEALTH ADVISORS | DYNAMIC ADVISOR SOLUTIONS LLC | DYNAMIC | DJM WEALTH STRATEGIES | DESMOND LIGGETT WEALTH ADVISORS | DAVINCI CAPITAL PARTNERS | CROOKED TREE CAPITAL ADVISORS | CRESTVIEW CAPITAL MANAGEMENT | COVENTRY FINANCIAL GROUP | CLEARVISTA ADVISORS | CLARITY CAPITAL ADVISORS | CHICHESTER FINANCIAL GROUP LLC | CENTENNIAL WEALTH MANAGEMENT | CENTENNIAL INVESTMENT ADVISORS | CATALINA WEALTH PARTNERS, LLC | BRIDGE FINANCIAL STRATEGIES | BLACK WALNUT WEALTH MANAGEMENT | BALANCED FINANCIAL SERVICES | ARROW WEALTH MANAGEMENT | AFFINITY FINANCIAL
CRD#: 151367 / SEC#: 801-72203
RIA
Registered Investment Advisory firm - (3/4/2011 Approved)Arizona
Registered Investment Advisory firm - (4/14/2012 Terminated)Massachusetts
Registered Investment Advisory firm - (12/12/2011 Terminated)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
Arizona(3/29/2019)
IAR
Colorado(10/18/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
DY
DYNAMIC
401K EXTRA LLC | WOLF PRIVATE WEALTH | WISDOM WEALTH MANAGEMENT | WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC | WERTH WEIL WEALTH MANAGEMENT INC. | WALKER MCMILLAN LLC | VICTORY INDEPENDENT PLANNING | SWISS AMERICAN WEALTH ADVISORS | SWENSON HUGHES WEALTH MANAGEMENT | SUNGARDEN INVESTMENT MANAGEMENT | STRATEGIC CAPITAL WEALTH MANAGEMENT LLC | STF WEALTH MANAGEMENT | STERLING SEQUOIA LLC | STEPHANIE BRUNO WEALTH ADVISOR | STAY TUNED CAPITAL | SEAGROVE WEALTH PARTNERS | SEA TO PEAK FINANCIAL ADVISORS | SAWAF FINANCIAL | RIDGEVALE FINANCIAL PLANNING | RENATUS PRIVATE WEALTH ADVISORS | REB PRIVATE WEALTH MANAGEMENT | RC WEALTH MANAGEMENT LLC | PROSPERITY WEALTH PLANNING | PRIORITAS FINANCIAL ADVISORS | PINNACLE PRIVATE ADVISORS | PALM CAPITAL MANAGEMENT | PALLADIAN WEALTH MANAGEMENT | OXFORD WEALTH ADVISORS | OXFORD FINANCIAL PLANNERS | ONE TREE WEALTH MANAGEMENT, LLC | MUTUAL TRUST ADVISORY GROUP | MONTAGE PRIVATE WEALTH | MIKE ACEVEDO FINANCIAL PLANNING | MAZZELLA ESTATE & ASSET MANAGEMENT LLC | MAY HILL CAPITAL LLC | MATZEN FINANCIAL | LIFESTONE FAMILY OFFICE | LIFEMANAGED | LEGACY FINANCIAL ADVISORS, LLC | HARDESTY PARTNERS | HANEI PRIVATE WEALTH ADVISORS | GILLESPIE INVESTMENT STRATEGIES, LLC | GARRETSON PLANNING | FULLER WEALTH MANAGEMENT | FULL PICTURE FINANCIAL, LLC | FORTRESS ASSET MANAGEMENT | FAIR STREET ADVISORS | ELLIOTT ASSET MANAGEMENT | EDWARD STORER & ASSOCIATES | DYNAMIC WEALTH ADVISORS | DYNAMIC ADVISOR SOLUTIONS LLC | DYNAMIC | DJM WEALTH STRATEGIES | DESMOND LIGGETT WEALTH ADVISORS | DAVINCI CAPITAL PARTNERS | CROOKED TREE CAPITAL ADVISORS | CRESTVIEW CAPITAL MANAGEMENT | COVENTRY FINANCIAL GROUP | CLEARVISTA ADVISORS | CLARITY CAPITAL ADVISORS | CHICHESTER FINANCIAL GROUP LLC | CENTENNIAL WEALTH MANAGEMENT | CENTENNIAL INVESTMENT ADVISORS | CATALINA WEALTH PARTNERS, LLC | BRIDGE FINANCIAL STRATEGIES | BLACK WALNUT WEALTH MANAGEMENT | BALANCED FINANCIAL SERVICES | ARROW WEALTH MANAGEMENT | AFFINITY FINANCIAL
CRD#: 151367 / SEC#: 801-72203
RIA
Registered Investment Advisory firm - (3/4/2011 Approved)Arizona
Registered Investment Advisory firm - (4/14/2012 Terminated)Massachusetts
Registered Investment Advisory firm - (12/12/2011 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2415 East Camelback Road Suite 700, Phoenix, AZ 85016
Mailing Address
Phone number
(877) 257-3840
Established
Firm type
Fiscal year end
# of Employees
130
SEC notice filing (43 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 15,497 |
| AUM (Assets Under Management) | $ 5,341,333,686 |
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.
