Spiros Vassilakos

Employer firm

Csenge Advisory Group, LLC CRD 131167

$3.17B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• ASSET ALLOCATION SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 08/2017
  Lpl Financial, Llc
  Oradell, NJ
• 08/2017 → 06/2020
  Sagepoint Financial, Inc.
  Tarpon Springs, FL
• 06/2020 → 09/2023
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 06/2020 → 09/2023
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 09/2023 → Present
  Lion Street Financial
  Clearwater, FL
• 09/2023 → Present
  Csenge Advisory Group
  Tarpon Springs, FL

Previous Registrations

• 2020-07-17 → 2023-09-22
  Cambridge Investment Research Advisors, Inc.
  Largo, FL
  Tarpon Springs, FL
• 2017-08-31 → 2020-07-02
  Osaic Services, Inc.
  Tarpon Springs, FL
  Huntersville, NC
  Tarpon Springs, FL
• 2016-06-20 → 2017-09-11
  Lpl Financial Llc
  Tarpon Springs, FL
  Oradell, NJ
  New York, NY
• 2007-09-07 → 2016-07-15
  Osaic Services, Inc.
  New York, NY
  Huntersville, NC
  Oradell, NJ
• 2016-06-09 → 2016-06-13
  Householder Group Estate & Retirement Specialists
  Oradell, NJ

Other Businesses

ATHENIAN PRIVATE CLIENT GROUP POSITION: Owner NATURE: Insurance Services: Life Insurance, Disability Insurance and Long-Term Care Insurance. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/07/2007 ADDRESS: 2625 Keystone Rd, Ste A4, Tarpon Springs FL 34688-7436, United States DESCRIPTION: As part of the Financial Planning services we offer Asset Protection within the financial plans. CSENGE ADVISORY POSITION: Independent Contractor NATURE: Provide Investment advisory services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 09/18/2023 ADDRESS: 2625 Keystone Rd, Ste A4, Tarpon Springs FL 34688, United States DESCRIPTION: Investment Advisory services through the Financial Planning process. ATHENIAN PRIVATE CLIENT GROUP POSITION: Owner NATURE: I purchased my office in Tarpon Springs. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/20/2020 ADDRESS: 2625 Keystone Rd, Ste A4, Tarpon Springs FL 34688, United States DESCRIPTION: I am the owner of the property and use it a an owner occupied property. I pay all expenses.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-01-19
• S66 Uniform Combined State Law Examination
  2007-08-24
• S63 Uniform Securities Agent State Law Examination
  2001-08-14

Other Names

• Spyro Vassilakos
• Spyro Vassilakos