Unclaimed Profile

Amit Chokshi

CROSS ISLAND ADVISORS LLC·DARIEN, Connecticut

Clean recordCROSS ISLAND ADVISORS LLC

450 MANSFIELD AVE, DARIEN, CT 06854CRD# 3156616Firm CRD# 292058

Profile Verification

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

Identity

Amit Chokshi · DARIEN, CT

Registration

CRD #3156616 · CROSS ISLAND ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Amit Chokshi is a registered financial advisor based in DARIEN, Connecticut, affiliated with CROSS ISLAND ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

CROSS ISLAND ADVISORS LLC

AUM

$453M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CROSS ISLAND ADVISORS LLC →

Services

Portfolio management (individuals)

Background

Compensation

Other: SALARY

Regulatory

SEC/IARD CRD# 3156616

Firm CRD# 292058

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Amit Chokshi offer?

Amit Chokshi specializes in Investment Management. Contact their office in DARIEN, Connecticut for a consultation.

What are Amit Chokshi's credentials?

Amit Chokshi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Amit Chokshi located?

Amit Chokshi is based in DARIEN, Connecticut, working with CROSS ISLAND ADVISORS LLC. Their office serves clients in the DARIEN metropolitan area and surrounding communities.

How does Amit Chokshi charge for services?

Amit Chokshi's firm is compensated through other: salary. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CROSS ISLAND ADVISORS LLC?

CROSS ISLAND ADVISORS LLC has approximately 1 employees and manages $453M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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