Unclaimed Profile

Valeri Vassilev Pavlov

PICKWICK CAPITAL ADVISORS, LLC·WHITE PLAINS, New York

Series 7, Series 63, Series 65Clean record16 years registeredPICKWICK CAPITAL ADVISORS, LLC

445 HAMILTON AVENUE, WHITE PLAINS, NY 10601CRD# 3020678Firm CRD# 139114

Profile Verification

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

Identity

Valeri Vassilev Pavlov · WHITE PLAINS, NY

Registration

CRD #3020678 · PICKWICK CAPITAL ADVISORS, LLC · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PICKWICK CAPITAL ADVISORS, LLC

PICKWICK CAPITAL ADVISORS, LLC

Jan 2019 – Jul 2019

WHITE PLAINS, NY

PICKWICK CAPITAL ADVISORS, LLC

Jul 2010 – Dec 2018

WHITE PLAINS, NY

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · July 23, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PICKWICK CAPITAL ADVISORS, LLC

CRD 139114 · SEC 801-65828

AUM

$27M

Regulatory assets under management

Employees

57 client accounts

Services offered by PICKWICK CAPITAL ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at PICKWICK CAPITAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Valeri Vassilev Pavlov offer?

Valeri Vassilev Pavlov specializes in Investment Management, Fee-Only Advisory.

What are Valeri Vassilev Pavlov's credentials?

Valeri Vassilev Pavlov is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Valeri Vassilev Pavlov located?

Valeri Vassilev Pavlov is based in WHITE PLAINS, New York, last registered with PICKWICK CAPITAL ADVISORS, LLC.

How does Valeri Vassilev Pavlov charge for services?

Valeri Vassilev Pavlov'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 PICKWICK CAPITAL ADVISORS, LLC?

PICKWICK CAPITAL ADVISORS, LLC has approximately 2 employees and manages $27M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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