Stavros Kokkotos
Savvi Financial · Waltham, Massachusetts
Stavros Kokkotos is a fee-only financial advisor at Savvi Financial in Waltham, Massachusetts. Savvi Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Savvi Financial |
|---|---|
| Based in | Waltham, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $44.7M across 238 accounts |
| SEC registration | Investment adviser representative in MA · CRD 4591646 |
| Exams passed | Series 66 (2007) |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | slideshare.net/eruskaup |
How Stavros's firm compares
- Savvi Financial's average account is about $188,000, from its Form ADV (assets managed divided by 238 accounts).
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Questions about Stavros
Is Stavros Kokkotos a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stavros holds no broker registration, and Savvi Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stavros charge for financial advice?
Stavros's firm, Savvi Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Stavros Kokkotos based?
Stavros Kokkotos is based in Waltham, Massachusetts.
Is Stavros Kokkotos registered with the SEC?
Yes. Stavros Kokkotos is registered as an investment adviser representative in MA (CRD 4591646), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Savvi Financial manage?
Savvi Financial reports $44.7M across 238 accounts in assets under management.
How do I contact Stavros Kokkotos?
Through Stavros's website, slideshare.net/eruskaup.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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