Unclaimed Profile

Vlad Uchenik

EAGLEVIEW ADVISORS, INC.·DOYLESTOWN, Pennsylvania

SIE, Series 4, Series 7, Series 14, Series 24, Series 28, Series 52TO, Series 53, Series 63, Series 65, Series 99TOClean record21 years registeredEAGLEVIEW ADVISORS, INC.

3969 DURHAM ROAD, DOYLESTOWN, PA 18902CRD# 4071805Firm CRD# 151715

Profile Verification

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

Identity

Vlad Uchenik · DOYLESTOWN, PA

Registration

CRD #4071805 · EAGLEVIEW ADVISORS, INC. · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: EAGLEVIEW ADVISORS, INC.

EAGLEVIEW CAPITAL

Jan 2015 – Sep 2015

DOYLESTOWN, PA

JESUP & LAMONT SECURITIES CORP.

Mar 2009 – Dec 2009

NEW YORK, NY

SAFDIÉ INVESTMENT SERVICES CORP.

Jun 2005 – Feb 2006

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 14

Series 24

Series 28

Series 52TO

Series 53

Series 63

Series 65

Series 99TO

Registration record

First registered · June 1, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PENN INVESTMENT ADVISORS, INC.

CRD 151715 · SEC 801-70683

AUM

$574M

Regulatory assets under management

Employees

1,139 client accounts

Services offered by PENN INVESTMENT ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PENN INVESTMENT ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Vlad Uchenik offer?

Vlad Uchenik specializes in Financial Planning, Investment Management, Wealth Management.

What are Vlad Uchenik's credentials?

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

Where is Vlad Uchenik located?

Vlad Uchenik is based in DOYLESTOWN, Pennsylvania, last registered with EAGLEVIEW ADVISORS, INC..

How does Vlad Uchenik charge for services?

Vlad Uchenik's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EAGLEVIEW ADVISORS, INC.?

EAGLEVIEW ADVISORS, INC. has approximately 9 employees and manages $574M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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