George Kastanis

Current Employers

Employment History

• 09/2011 → Present
  Mclean Advisory Group
  Waretown, NJ
• 03/2016 → 08/2019
  Securities America Inc
  Waretown, NJ
• 03/2016 → 08/2019
  Arbor Point Advisors
  Waretown, NJ
• 08/2019 → 11/2023
  Belpointe Asset Management, Llc
  Phoenix, AZ
• 08/2019 → 11/2023
  Belpointe Insurance, Llc
  Greenwich, CT
• 11/2023 → 05/2025
  Sound Income Strategies Llc
  Fort Lauderdale, FL
• 05/2025 → Present
  Foundations Investment Advisors
  Phoenix, AZ

Previous Registrations

• 2023-11-17 → 2025-05-15
  Sound Income Strategies, Llc
  Fort Lauderdale, FL
  Waretown, NJ
• 2019-09-05 → 2023-11-21
  Belpointe Asset Management Llc
  Waretown, NJ
  Reno, NV
• 2016-04-11 → 2019-08-30
  Arbor Point Advisors
  Waretown, NJ
• 2013-03-19 → 2016-04-07
  Cetera Advisors Llc
  Webster, NY
  Manahawkin, NJ
• 2011-11-22 → 2013-03-20
  Invest Financial Corporation
  Williamston, MI
  Barnegat, NJ
• 2009-08-11 → 2009-12-04
  Equitable Advisors, Llc
  Woodbridge, NJ

Other Businesses

1). MCLEAN ADVISORY GROUP. INVESTMENT RELATED, LOCATED AT 516 RT 9 WARETOWN, NJ 08758, START DATE 09/2011- PPRESENT, SALES OF FIXED INSURANCE PRODUCTS, FIXED ANNUITIES AND HEALTH INSURANCE. THIS ENCOMPASSES APPROXIMATELY 25% OF BUSINESS HOURS. 2). MCLEAN TAX ADVISORY GROUP. NON-INVESTMENT RELATED, LOCATED AT 516 RT 9 WARETOWN, NJ 08758, START DATE 09/2011- PRESENT, INCOME TAX PREPARATION. THIS ENCOMPASSES APPROXIMATELY 10% OF BUSINESS HOURS. 3). VITA WEALTH ADVISORS - NON-INVESTMENT RELATED. LOCATED AT 516 RT 9 WARETOWN, NJ 08758. START DATE 10/2019 - PRESENT. HOLDING COMPANY USED TO RECEIVE PAYMENT FOR INVESTMENT ADVISORY SERVICES. THIS DOES NOT ENCOMPASS ANY BUSINESS HOURS. 4). WINGS FOR WIDOWS - NON-INVESTMENT RELATED. LOCATED AT 516 RT 9 WARETOWN, NJ 08758. START DATE 7/2022 - PRESENT. NON- PROFIT LLC ORGANIZED TO ASSIST WIDOWS THROUGH THE TRANSITION OF LOSING A SPOUSE. THIS DOES NOT ENCOMPASS ANY BUSINESS HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2009-08-10

Designations