AdvisorOS Directory
Claim Profile
AC

Amit Chokshi

CROSS ISLAND ADVISORS LLC·DARIEN, Connecticut
Unclaimed Profile
450 MANSFIELD AVE, DARIEN, CT 06854CRD# 3156616Firm CRD# 292058
01

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.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
CROSS ISLAND ADVISORS LLC
CROSS ISLAND ADVISORS LLC
AUM
$453M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at CROSS ISLAND ADVISORS LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Other: SALARY
Regulatory
SEC/IARD CRD# 3156616
Firm CRD# 292058
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in DARIEN?

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

Browse DARIEN AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in DARIEN
Douglas John Preveza — GREAT ISLAND INVESTMENT MANAGEMENT, LLCFarzine Cyrus Hachemian — CARAVELA ENERGY PARTNERS LPRobert Stock — OMICRON SYSTEMS LLCVadim Anatolyevich Kovshov — MONOLIT CAPITAL MANAGEMENT LPDaniel Christopher Iamiceli — PORTFOLIO ADVISORS LLC
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)NORWALK (134)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideNORWALK Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile