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Michael William Tsoukatos

Investment Adviser Representative at Private Advisor Group, LLC

San Diego, CACRD #6997070Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
3 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Michael William Tsoukatos is an investment adviser representative with Private Advisor Group, LLC in San Diego, CA, where they have been registered since 2025. They have worked in the securities industry since 2023 and were previously registered with Centura Wealth Advisory. They have passed 3 industry qualification exams, including the Series 63 (state securities agent) and Series 6 (investment company and variable products). They are registered to provide investment advice in California and Texas.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
California, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 10/9/2018
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 8/16/2018

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Private Advisor Group, LLCCurrent
9/12/2025 – San Diego, CA
Centura Wealth Advisory
12/21/2022 – 2/28/2025San Diego, CA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. University of California Santa Barbara
    Jul 2014 – Jun 2018Santa Barbara, CA
  2. SagePoint Financial, Inc
    Jun 2018 – Dec 2018San Diego, CA
  3. Pennymac Capital Markets
    Nov 2019 – Apr 2021Westlake Village, CA
  4. CoastEdge Partners, LLC
    Apr 2021 – Dec 2021Senior Operations Associate, CA
  5. Ariston Services Group, LLC
    Mar 2022 – Dec 2022San Diego, CA
  6. CCG Wealth Management, LLC
    Dec 2022 – Feb 2025San Diego, CA
  7. Unemployed
    Jan 2019 – Oct 2019San Diego, CA
  8. Private Advisor Group, LLC
    Sep 2025 – no end date reportedMorristown, NJ
  9. Unemployed
    Jan 2022 – Feb 2022Unemployed, CA
  10. Unemployed
    Mar 2025 – Aug 2025Unemployed, CA

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Private Advisor Group, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Other
Estimated blended rate
0.01

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersPeriodicals and NewslettersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPension/Profit SharingCharitable OrganizationsState/MunicipalOther Investment AdvisersInsurance CompaniesSovereign WealthCorporations

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
792
Offices listed on AdvisorFinder:
26
Main office:
Morristown, NJ
SEC file number:
801-72060

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 30, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michael William Tsoukatos has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Michael William Tsoukatos (Private Advisor Group)