Georgios Livanos has been Managing Partner of Phoenix Wealth Advisors since April 2018, is a control person of the firm and directly owns between 50% and 75% of it.
Phoenix Wealth Advisors Inc. is a Chapel Hill, NC firm with $641M under management, 1,592 clients and 7 advisers in one office, as of its July 2026 filing.
Georgios Livanos’ longest registration is the current one, 10 years at Phoenix Wealth Advisors since 2016. Before joining Phoenix Wealth Advisors in 2016, Georgios Livanos was registered through Morgan Stanley and Citigroup Global Markets Inc.
- Morgan Stanley– · 7 yearsDurham, NC · Adviser representative · Firm CRD 149777
- Citigroup Global Markets Inc.– · 7 yearsDurham, NC · Adviser representative · Firm CRD 7059
Investment adviser representative registrations
Georgios Livanos is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in October 2016.
- North CarolinaSince 28 October 2016
- TexasResidentSince 18 October 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 23 September 1998 |
| Series 65 | Uniform Investment Adviser Law Examination | 14 January 1994 |
| Series 63 | Uniform Securities Agent State Law Examination | 7 December 1993 |
| Series 7 | General Securities Representative Examination | 6 December 1993 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 2412486
- Firm
- Phoenix Wealth Advisors · CRD 118412
- Role
- Managing Partner
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 1993
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Georgios Livanos work?
Georgios Livanos has been Managing Partner of Phoenix Wealth Advisors Inc. since April 2018, and is a control person of the firm.
Is Georgios Livanos a financial advisor?
Yes. Georgios Livanos has a current investment-adviser registration in North Carolina and Texas, through Phoenix Wealth Advisors since October 2016.
How many years of experience does Georgios Livanos have?
Georgios Livanos has 32 years in the financial industry, since December 1993, across 3 adviser firms.
What exams has Georgios Livanos passed?
Georgios Livanos has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 31. The earliest, the Series 7, was passed in December 1993. FINRA credited Georgios Livanos with the SIE, which began in October 2018.
Where did Georgios Livanos work before Phoenix Wealth Advisors?
Before Phoenix Wealth Advisors, Georgios Livanos was registered through Citigroup Global Markets Inc., December 2001 to June 2009.
Is Georgios Livanos registered with FINRA?
Yes. Georgios Livanos has a current broker registration, under CRD 2412486.
Source: FINRA BrokerCheck
How can I verify Georgios Livanos’ record?
Search CRD 2412486 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Georgios Livanos’ full registration record.