VR
Vasilios K. Rizos
THREE CORD TRUE WEALTH MANAGEMENT
Beaver, PA 15009
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CRD#: 6565988
VR
Professional summary
Vasilios K Rizos, CFP®, who also goes by Vasilios Rizos, Vasili Rizos, is a registered financial advisor currently at THREE CORD TRUE WEALTH MANAGEMENT, LLC located in Beaver, Pennsylvania and LPL FINANCIAL LLC located in Beaver, Pennsylvania.
Vasilios is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Vasilios has worked at 5 firms and has passed the Series 63, Series 66, Series 7TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Vasilios Rizos | Vasili Rizos
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.
1-05/2022 / Three Cord Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / Beaver, PA 2- 06/02/2022 - Three Cord True Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR-Advisor - Start Date - 05/2022 - 8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Three Cord True Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 5/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3- 11/10/2022 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 11/07/2022 - 10 Hours Per Month/10 Hours During Securities Trading. 4- 04/21/2023 - Three Cord Tax Solutions - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Financial Advisor - Start Date 11/14/2022 - 5 Hours Per Month/5 Hours During Securities Trading. 5- Vasilios K Rizos is an Owner at Three Cord True Wealth Management Holdings LL; Is the business investment related: Yes; Location of the business: 535 Third Street Beaver Pennsylvania 15009 United States; Description of the business: Three Cord True Wealth Management Holdings LLC owns Three Cord True Wealth Management LLC. The holding company was formed 1/1/2022; Responsibilities Duties: Provide investment advisory services; Start date with business: 2023-12-31; Hours per month devoted to business during trading hours: 160; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 100.
CRS (Client Relationship Summary) - RIA
Click below to view Vasilios K Rizos'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®
CFP®
Start date: 2021
Experience
Current
May 23, 2022 - Present
THREE CORD TRUE WEALTH MANAGEMENT, LLC
Office #1: 535 Third Street, Beaver, PA 15009RIA
CRD#: 307480
Beaver, PA
Current
May 24, 2022 - Present
LPL FINANCIAL LLC
Office #1: 535 Third Street, Beaver, PA 15009-2228RIA
BD
CRD#: 6413
Beaver, PA
Past
February 1, 2022 - May 6, 2022
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
BRIDGEVILLE, PA
Past
June 9, 2021 - May 6, 2022
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
BRIDGEVILLE, PA
Past
May 6, 2021 - June 9, 2021
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
BRIDGEVILLE, PA
Past
March 22, 2016 - September 20, 2017
PNC WEALTH MANAGEMENT LLC
RIA
CRD#: 129052
CARNEGIE, PA
Past
January 13, 2016 - September 20, 2017
PNC WEALTH MANAGEMENT LLC
BD
CRD#: 129052
CARNEGIE, PA
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".
TC
THREE CORD TRUE WEALTH MANAGEMENT, LLC
HOLDCROFT WEALTH MANAGEMENT | THREE CORD TRUE WEALTH MANAGEMENT, LLC
CRD#: 307480 / SEC#: 801-119394
RIA
Registered Investment Advisory firm - (9/2/2020 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.RR
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
RR
Florida(2/20/2024)
RR
Hawaii(2/9/2024)
RR
Maryland(12/6/2022)
RR
Ohio(8/7/2024)
IAR
Pennsylvania(5/23/2022)
RR
Pennsylvania(5/24/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/6/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TC
THREE CORD TRUE WEALTH MANAGEMENT, LLC
HOLDCROFT WEALTH MANAGEMENT | THREE CORD TRUE WEALTH MANAGEMENT, LLC
CRD#: 307480 / SEC#: 801-119394
RIA
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Contact information
Main Address
535 Third Street, Beaver, PA 15009
Mailing Address
Phone number
(724) 683-3456
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 832 |
| AUM (Assets Under Management) | $ 252,157,705 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
THREE CORD TRUE WEALTH MANAGEMENT, LLC
CRD#: 307480Beaver, PA 15009TRUST BUT VERIFY
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