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Steven Dimitriou

Mayflower Advisors

Boston, MA

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Current Employers
Mayflower Advisors

265 Franklin Street Suite 401, Boston, MA 02110 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2020-10-19
TX RA APPROVED 2020-10-16
  • MA RA
    APPROVED
    Since 2020-10-19
  • TX RA
    APPROVED
    Since 2020-10-16

Branch Locations

265 Franklin Street Suite 401, Boston, MA 02110 • 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
Wells Fargo Advisors Financial Network Llc Boston MA 05/2009 10/2020
Private Client Services Boston MA 10/2020 Present
Mayflower Financial Advisors, Llc Boston MA 10/2020 Present
Previous Registrations
Other Businesses

(1) 2JG LLC. Investment Related. 84 Mandalay Rd, Newton, MA. Entity for passive investing in private securities and real estate. 1 hour per month/during securities trading hours. Duties relating to the business are limited to passive investing and are minimal. (2) American Retirement Association. Not Investment Related. 4401 Fairfax Drive, #600, Arlington, VA, 22203. Industry association providing continuing education and legislative & regulatory information. Board member, Ex-Oficio Member, Member of Nominating Committee. 1 hour per month/during securities trading hours. Governance of industry association and stay abreast of industry trends and important issues affecting industry. (3) Mr. Dimitriou is dually-registered with Mayflower Financial Advisors, LLC ("Mayflower") and Private Client Services, LLC ("PCS"). [IAR] has served as an investment advisor representative for Mayflower and a registered representative with PKS since 10/2020. Business is conducted from 265 Franklin Street, Suite 401, Boston, MA, 02110. Approximately 90% of Mr. Dimitriou's time is for services as an investment advisor representative and the balance as a registered representative. (4) Licensed Insurance Professional; same address; less than 10% of business time. (5) Perselena Holdings, LLC; same address; 0 number or hours; Managing (and sole) member of Perselena, passive investor/limited partner in Arris Burlington; Personal investment only LLC owned 100% by me. Passively investing exclusively into Arris Burlington Retail, LLC, a private real estate fund

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-03-15
S65 Uniform Investment Adviser Law Examination 1997-03-31
S63 Uniform Securities Agent State Law Examination 1991-11-25
  • S66 Uniform Combined State Law Examination
    2006-03-15
  • S65 Uniform Investment Adviser Law Examination
    1997-03-31
  • S63 Uniform Securities Agent State Law Examination
    1991-11-25

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