Advisor at C2C Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
C2C Wealth Management, LLC
Location
Reno, NV
Credentials
Series 63, Series 65
Industry experience
28 years
Louis Cheregotis is a financial advisor at C2C Wealth Management, LLC in Reno, NV, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors and Purshe Kaplan Sterling Investments. Outside of his advisory role, he has a 50% ownership interest in a real estate management company in Brooklyn, NY. C2C Wealth Management provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm focuses on customized portfolio construction with ETFs, stocks, and bonds, employing a fundamental analysis approach tailored to each client’s goals and risk tolerance.
Based on C2C Wealth Management, LLC
Based on C2C Wealth Management, LLC
Up to 2.25% annually, fees may be negotiable and based on factors including scope, asset level, and relationship complexity
Reno, NV
California · Nevada
C2C Wealth Management
2018 - Present (8 years)
Purshe Kaplan Sterling Investments
2018 - Present (8 years)
Wells Fargo Clearing
2016 - 2018 (2 years)
Wells Fargo Advisors Llc
2009 - 2016 (7 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Reno, NV
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Series 63, Series 65
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Series 66
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Klaraos, LLC
Series 63, Series 65
Reno, NV
Caleb Lawrence Registered Investment Adviser Inc.
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