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Dimitri Tsioutsiopoulos

Schwab Wealth Advisory, Inc.

Los Angeles, CA

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Current Employers
Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-03
CA RA APPROVED 2025-06-26
  • TX RA
    APPROVED
    Since 2026-01-03
  • CA RA
    APPROVED
    Since 2025-06-26

Branch Locations

2029 Century Park East, Suite #940, Los Angeles, CA 90067 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc Phoenix AZ 07/2010 09/2024
Schwab Private Client Invest Advisory Phoenix AZ 09/2016 07/2024
Morgan Stanley Los Angeles CA 09/2024 05/2025
Charles Schwab & Co, Inc Los Angeles CA 06/2025 Present
Schwab Wealth Advisory Inc Los Angeles CA 06/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-11-15
S63 Uniform Securities Agent State Law Examination 2004-05-11
  • S65 Uniform Investment Adviser Law Examination
    2007-11-15
  • S63 Uniform Securities Agent State Law Examination
    2004-05-11
Other Names
  • Jim (Nickname) Poulos (Nickname)
  • Dimitrios Sotirios Tsioutsiopoulos
  • Dimitri Sotirios Tsioutsiopoulos

View on SEC IAPD

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DIMITRI JIMMY KRIKELAS
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Sarah Mushtaq Chhotani
Julie Ann Yoon
Olivia R DiNapoli
Natalie Jeanne-Marie Glover
JAMES EDGAR BERLINER

Other Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
TLG ADVISORS, INC. · Los Angeles, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
NORTHERN TRUST SECURITIES, INC. · LOS ANGELES, CA

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