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Michael T
CFA®, Series 63
San Diego, CA
Private Advisor Group, LLC
Michael Tsoukatos is a CFA® charterholder affiliated with Private Advisor Group, LLC, with three years of industry experience. His prior roles include positions at CCG Wealth Management, LLC and Pennymac Capital Markets. He operates under the business name Advanced Wealth Advisory, LLC while providing investment advice through Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm’s fiduciary-based model incorporates both discretionary and non-discretionary services and utilizes third-party managers and technology platforms to implement diverse investment strategies.
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