Investment adviser representative · Cst Financial Advisory LLC
Costa Tzotzis
CRD 3102114 · The Colony, TX
At a glance
Costa Tzotzis is an investment adviser representative with Cst Financial Advisory LLC in The Colony, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Costa’s SEC record dates to 2015, about 11 years ago.
Current advisory firm
- Cst Financial Advisory LLCSince December 2022The Colony, TX · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2015 (11 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 4 states
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Costa’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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