Unclaimed Profile

George Konstantinos Pappas

AMERICAN WEALTH ADMINISTRATION GROUP LLC·GLEN COVE, New York

SIE, Series 7, Series 31, Series 65, Series 66Clean record15 years registeredAMERICAN WEALTH ADMINISTRATION GROUP LLC

50 GLEN COVE ROAD, GLEN COVE, NY 11542CRD# 5359823Firm CRD# 282683

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

George Konstantinos Pappas · GLEN COVE, NY

Registration

CRD #5359823 · AMERICAN WEALTH ADMINISTRATION GROUP LLC · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: AMERICAN WEALTH ADMINISTRATION GROUP LLC

UNITED ADVISORS

Jan 2015 – Dec 2015

GREAT NECK, NY

MORGAN STANLEY

Jan 2013 – Jan 2015

GREAT NECK, NY

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Aug 2011 – Dec 2012

BAYSIDE, NY

MORGAN STANLEY SMITH BARNEY LLC

Nov 2010 – Sep 2011

JERICHO, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 65

Series 66

Registration record

First registered · November 24, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AMERICAN WEALTH ADMINISTRATION GROUP LLC

CRD 282683 · SEC 801-107222

AUM

$45M

Regulatory assets under management

Employees

266 client accounts

Services offered by AMERICAN WEALTH ADMINISTRATION GROUP LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at AMERICAN WEALTH ADMINISTRATION GROUP LLC →

Introduction

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Frequently Asked Questions

What services does George Konstantinos Pappas offer?

George Konstantinos Pappas specializes in Financial Planning, Investment Management.

What are George Konstantinos Pappas's credentials?

George Konstantinos Pappas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is George Konstantinos Pappas located?

George Konstantinos Pappas is based in GLEN COVE, New York, last registered with AMERICAN WEALTH ADMINISTRATION GROUP LLC.

How does George Konstantinos Pappas charge for services?

George Konstantinos Pappas's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AMERICAN WEALTH ADMINISTRATION GROUP LLC?

AMERICAN WEALTH ADMINISTRATION GROUP LLC has approximately 3 employees and manages $45M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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