Michael William Tsoukatos

Employer firm

Private Advisor Group, LLC CRD 155216

$44.3B regulatory AUM 1,033 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 07/2014 → 06/2018
  University Of California Santa Barbara
  Santa Barbara, CA
• 06/2018 → 12/2018
  Sagepoint Financial, Inc
  San Diego, CA
• 11/2019 → 04/2021
  Pennymac Capital Markets
  Westlake Village, CA
• 04/2021 → 12/2021
  Coastedge Partners, Llc
  Senior Operations Associate, CA
• 03/2022 → 12/2022
  Ariston Services Group, Llc
  San Diego, CA
• 12/2022 → 02/2025
  Ccg Wealth Management, Llc
  San Diego, CA
• 01/2019 → 10/2019
  Unemployed
  San Diego, CA
• 09/2025 → Present
  Private Advisor Group, Llc
  Morristown, NJ
• 01/2022 → 02/2022
  Unemployed
  Unemployed, CA
• 03/2025 → 08/2025
  Unemployed
  Unemployed, CA

Previous Registrations

• 2022-12-21 → 2025-02-28
  Centura Wealth Advisory
  San Diego, CA

Other Businesses

1. Mr. Tsoukatos uses Advanced Wealth Advisory, LLC as the name of the business under which he provides investment advice through Private Advisor Group, LLC. This activity is at the address Mr. Tsoukatos is registered at, and is related to his investment services practice. Mr. Tsoukatos devotes about 160 hours per month to this activity, including about 140 hours during securities trading hours, concurrently with time Mr. Tsoukatos devotes to activity providing investment services through PAG.

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-10-09

Designations

• Chartered Financial Analyst

Other Names

• Michael Tsoukatos