Vasilios K Rizos

Employer firm

Three Cord True Wealth Management, LLC CRD 307480

$318M regulatory AUM 44 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 10/2015 → 04/2017
  Pnc Investments
  Cranberry, PA
• 10/2015 → 04/2017
  Pnc Bank
  Cranberry, PA
• 04/2017 → 06/2019
  Pnc Capital Finance
  Pittsburgh, PA
• 03/2021 → 05/2022
  Dsf Wealth Management Group
  Bridgeville, PA
• 09/2020 → 03/2021
  Unemployed
  Pittsburgh, PA
• 06/2019 → 08/2020
  Pcg Capital
  Pittsburgh, PA
• 05/2021 → 06/2021
  Voya Financial Advisors
  Bridgeville, PA
• 06/2021 → 05/2022
  Cetera Advisor Networks Llc
  El Segundo, CA
• 05/2022 → Present
  Three Cord True Wealth Management
  Beaver, PA
• 05/2022 → Present
  Lpl Financial, Llc
  Beaver, PA

Previous Registrations

• 2022-02-01 → 2022-05-06
  Cetera Wealth Services, Llc
  Williamsport, PA
  Bridgeville, PA
• 2016-03-22 → 2017-09-20
  Pnc Wealth Management Llc
  Cranberry, PA
  Wexford, PA
  Pittsburgh, PA
  Carnegie, PA

Other Businesses

1- 05/2022 / Three Cord Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / Beaver, PA 2- 06/02/2022 - Three Cord True Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR-Advisor - Start Date - 05/2022 - 8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Three Cord True Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 5/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3- 11/10/2022 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 11/07/2022 - 10 Hours Per Month/10 Hours During Securities Trading. 4- 04/21/2023 - Three Cord Tax Solutions - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Financial Advisor - Start Date 11/14/2022 - 5 Hours Per Month/5 Hours During Securities Trading 5- 04/28/2026 - Portage Learning - Teacher Paid by School or University - Not Investment Related - Beaver Falls, PA - Start Date 05/01/2026 - 8 hours per month/ 6 hours during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-05-21
• S66 Uniform Combined State Law Examination
  2016-03-16

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Vasili Rizos
• Vasilios Rizos