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Michael Giokas

GIOKAS WEALTH ADVISORS·WILLIAMSVILLE, New York
SIE, Series 6, Series 22, Series 26, Series 63, Series 65Clean recordGIOKAS WEALTH ADVISORS
6580 MAIN ST, WILLIAMSVILLE, NY 14221CRD# 1398674Firm CRD# 108957

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Giokas · WILLIAMSVILLE, NY
Registration
CRD #1398674 · GIOKAS WEALTH ADVISORS
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 22
Series 26
Series 63
Series 65
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
GIOKAS WEALTH ADVISORS
CRD 108957 · SEC 801-58032
AUM
$13M
Regulatory assets under management
Employees
1
105 client accounts
Services offered by GIOKAS WEALTH ADVISORS
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at GIOKAS WEALTH ADVISORS →
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04

Frequently Asked Questions

What services does Michael Giokas offer?
Michael Giokas specializes in Financial Planning, Investment Management. Contact their office in WILLIAMSVILLE, New York for a consultation.
What are Michael Giokas's credentials?
Michael Giokas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Giokas located?
Michael Giokas is based in WILLIAMSVILLE, New York, working with GIOKAS WEALTH ADVISORS. Their office serves clients in the WILLIAMSVILLE metropolitan area and surrounding communities.
How does Michael Giokas charge for services?
Michael Giokas's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GIOKAS WEALTH ADVISORS?
GIOKAS WEALTH ADVISORS has approximately 1 employees and manages $13M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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