Dejan Perovic

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CRD#: 2512946

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Dejan Perovic was a registered financial professional .

Dejan is a previously registered financial professional and started their career in finance in 1994. Dejan had worked at 3 firms and has passed the Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

February 18, 1998 - January 28, 1999

ACCESS FINANCIAL GROUP, INC.

CRD#: 33065

CHICAGO, IL

Past

July 24, 1997 - January 8, 1998

MORGAN GRANT CAPITAL CORP.

CRD#: 28595

GARDEN CITY, NY

Past

July 14, 1994 - July 23, 1997

INVESTORS ASSOCIATES, INC.

CRD#: 958

HACKENSACK, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ACCESS FINANCIAL GROUP, INC.

ACCESS FINANCIAL GROUP, INC. | CRYSTAL SECURITIES INC.

CRD#: 33065 / SEC#: 801-48092, 8-46065

RIA

Registered Investment Advisory firm - SEC (12/30/1994 Approved)

Broker-Dealer Firm Regulated by FINRA (Chicago district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 7/13/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/7/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/7/1995

General Securities Principal Examination

Current Firm

ACCESS FINANCIAL GROUP, INC.

ACCESS FINANCIAL GROUP, INC. | CRYSTAL SECURITIES INC.

CRD#: 33065 / SEC#: 801-48092, 8-46065

RIA

Registered Investment Advisory firm - SEC (12/30/1994 Approved)

Broker-Dealer Firm Regulated by FINRA (Chicago district office)

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Contact information

Main Address

118 North Clinton St-suite 450 Suite 450, Chicago, IL 60661

Mailing Address

118 North Clinton St-suite 450, Chicago, IL 60661

Phone number

(312) 655-8200

Established

Delaware since 12/18/1992

Firm type

Corporation

Fiscal year end

December

Firm Size

Small

# of Employees

SEC notice filing (19 States and Territories)

FINRA licenses (45 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

ACCESS FINANCIAL GROUP, INC. PART 2A BROCHURE (2/11/2025)

Direct owners and executive officers

Name	Position	CRD#
VICTOR C CHIGAS GRANTOR TRUST FBO VICTOR J CHIGAS	OWNER
RICHARD KONST TRUST	OWNER
VICTOR C CHIGAS GRANTOR TRUST FBO CHRISTOPHER CHIGAS	OWNER
CHIGAS, CHRISTOPHER ROBERT	PRESIDENT, CHIEF COMPLIANCE OFFICER	1832392
CHIGAS, VICTOR JOHN JR	DIRECTOR, CEO, SR. OPTIONS PRINCIPAL	1666547
GORCHOFF, NANCY JO	DIRECTOR, C.O.O, C.F.O.	1236418
KONST, RICHARD IRL	DIRECTOR, VICE CHAIRMAN	273746

Regulatory assets under management

Total Number of Accounts	288
AUM (Assets Under Management)	$ 272,305,506

Disclosures

Regulatory Event	4
Arbitration	2

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/13/2024	Cover Page	Report
08/23/2023	Cover Page	Report
10/24/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Dejan Perovic

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

MORGAN GRANT CAPITAL CORP.

INVESTORS ASSOCIATES, INC.

Primary Firm SEC Registration

ACCESS FINANCIAL GROUP, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 7/13/1994

Series 7

Date: 7/7/1994

Series 24

Date: 6/7/1995

Current Firm

ACCESS FINANCIAL GROUP, INC.

Contact information

SEC notice filing (19 States and Territories)

FINRA licenses (45 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Accountant surprise examination report

Red Flags

Company Information

ACCESS FINANCIAL GROUP, INC.

TRUST BUT VERIFY

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