Unclaimed Profile

Egor Nickolaevich Rybakov

PENSERRA GLOBAL INVESTORS LLC·ORINDA, California

Series 7, Series 63Clean record19 years registeredPENSERRA GLOBAL INVESTORS LLC

4 ORINDA WAY, ORINDA, CA 94563CRD# 2914794Firm CRD# 174309

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Egor Nickolaevich Rybakov · ORINDA, CA

Registration

CRD #2914794 · PENSERRA GLOBAL INVESTORS LLC · 19 years registered

Brand Profile

Not yet started

Career History

MONTRUSCO BOLTON INVESTMENTS INC.

Jan 2026 – present

PENSERRA GLOBAL INVESTORS LLC

Nov 2021 – Dec 2025

ORINDA, CA

BLUE ZONE GLOBAL INVESTORS

Jan 2021 – Sep 2021

Newport Beach, CA

RMB CAPITAL MANAGEMENT

Apr 2016 – Dec 2019

Irvine, CA

EDGE ASSET MANAGEMENT, INC.

Jan 2011 – Mar 2013

IRVINE, CA

PACIFIC INCOME ADVISERS INC

Mar 2010 – Mar 2011

EL SEGUNDO, CA

SANTA BARBARA ASSET MANAGEMENT, LLC

Jul 2008 – Nov 2008

SANTA BARBARA, CA

TRADEWINDS GLOBAL INVESTORS, LLC

Apr 2007 – Aug 2007

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · April 11, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PENSERRA GLOBAL INVESTORS LLC

CRD 174309 · SEC 801-131133

AUM

$1M

Regulatory assets under management

Employees

2 client accounts

Services offered by PENSERRA GLOBAL INVESTORS LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at PENSERRA GLOBAL INVESTORS LLC →

Introduction

Speak with Egor

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Egor is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ORINDA?

Browse all registered financial advisors in ORINDA, California or claim this profile if it's yours.

Browse ORINDA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Egor Nickolaevich Rybakov offer?

Egor Nickolaevich Rybakov specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ORINDA, California for a consultation.

What are Egor Nickolaevich Rybakov's credentials?

Egor Nickolaevich Rybakov is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Egor Nickolaevich Rybakov located?

Egor Nickolaevich Rybakov is based in ORINDA, California, working with PENSERRA GLOBAL INVESTORS LLC. Their office serves clients in the ORINDA metropolitan area and surrounding communities.

How does Egor Nickolaevich Rybakov charge for services?

Egor Nickolaevich Rybakov's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PENSERRA GLOBAL INVESTORS LLC?

PENSERRA GLOBAL INVESTORS LLC has approximately 12 employees and manages $1M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →