Unclaimed Profile

Amit Chokshi

CROSS ISLAND ADVISORS LLC·DARIEN, Connecticut

SIE, Series 7, Series 63, Series 65, Series 66CFAClean record19 years registeredCROSS 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 · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CROSS ISLAND ADVISORS LLC

CROSS ISLAND ADVISORS LLC

May 2022 – Dec 2023

DARIEN, CT

CROSS ISLAND ADVISORS LLC

Feb 2018 – Dec 2021

DARIEN, CT

CITY NATIONAL ROCHDALE

Nov 2013 – Dec 2015

NEW YORK, NY

KINNARAS CAPITAL MANAGEMENT LLC

Nov 2006 – Dec 2010

STAMFOD, CT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Series 66

Registration record

First registered · November 1, 2006

Years registered · 19

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CROSS ISLAND ADVISORS LLC

CRD 292058 · SEC 801-112465

AUM

$453M

Regulatory assets under management

Employees

5 client accounts

Services offered by CROSS ISLAND ADVISORS LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at CROSS ISLAND ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Amit Chokshi offer?

Amit Chokshi specializes in Investment Management.

What are Amit Chokshi's credentials?

Amit Chokshi holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Amit Chokshi located?

Amit Chokshi is based in DARIEN, Connecticut, last registered with CROSS ISLAND ADVISORS LLC.

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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