AS
Aleksandr Segalchik
VALIC FINANCIAL ADVISORS
Lakewood, CO 80228
Some features on this profile are disabled
CRD#: 2581297
AS
Professional summary
Aleksandr Segalchik, who also goes by Sasha Segalchik, is a registered financial advisor currently at VALIC FINANCIAL ADVISORS, INC. located in Lakewood, Colorado.
Aleksandr is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Aleksandr has worked at 6 firms and has passed the Series 65, Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Sasha Segalchik
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.
I WILL BE A PERSONAL CARE PROVIDER FOR MY 82 YR. OLD MOTHER-IN LAW WHO LIVES JUST A FEW MILES FROM OUR HOUSE. THIS IS A COLORADO HOME AND COMMUNITY BASED SERVICES PROGRAM WHERE THEY ARE ENCOURAGING A FAMILY MEMBER TO PARTICIPATE. I WILL BE HELPING HER WITH GROCERIES SHOPPING, AND HOUSE MAINTENANCE FEW HOURS A WEEK. THE NAME OF THE BUSINESS IS A&A HOME CARE. THE ADDRESS: 14842 PENWOOD PL. AURORA, CO 80015 TTHIS ACTIVITY IS NOT INVESTMENT-RELATED. I EXPECT TO DO THIS ABOUT 6-7 HOURS PER WEEK EITHER IN THE EVENINGS, OR ON A WEEKENDS. SKI INSTRUCTOR POSITION: Ski Instructor NATURE: Loveland Ski School. Teach down hill skiing on weekends. Teach individual, and group lessons. 5% of time spent on this activity. Located in Georgetown,Colorado INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/25/2014 ADDRESS: Loveland Ski Area, Georgetown CO 80444, United States DESCRIPTION: Teach individual, and group lessons. AGIA POSITION: Agent NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/17/2022 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Non-Securities Insurance Products SKI INSTRUCTOR POSITION: Ski Instructor NATURE: Keystone ski and ride school. Teach down hill skiing on weekends. Teach individual, and group lessons. 5% of time spent on this activity. Located in Keystone, Colorado INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 11/18/2023 ADDRESS: Keystone ski and ride school, 1437CO Rd 150, Keystone CO 80435, United States DESCRIPTION: Teach individual, and group lessons. RENTAL CONDO POSITION: Owners NATURE: Rental property INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/05/2023 ADDRESS: 1653 Oro Grande Dr. Unit B20, Keystone CO 80234, United States DESCRIPTION: Pay the mortgage, and col.lect the rent
CRS (Client Relationship Summary) - RIA
Click below to view Aleksandr Segalchik's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Aleksandr Segalchik's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 19, 2014 - Present
VALIC FINANCIAL ADVISORS, INC.
Office #1: 165 South Union Boulevard Suite 600, Lakewood, CO 80228RIA
BD
CRD#: 42803
Lakewood, CO
Current
January 9, 2014 - Present
VALIC FINANCIAL ADVISORS, INC.
Office #1: 165 South Union Boulevard Suite 600, Lakewood, CO 80228RIA
BD
CRD#: 42803
Lakewood, CO
Past
June 28, 2006 - January 17, 2014
MISSIONSQUARE INVESTMENT SERVICES
BD
CRD#: 23189
ANN ARBOR, MI
Past
August 3, 2001 - July 6, 2006
KEYBANC CAPITAL MARKETS INC.
BD
CRD#: 566
BROOKLYN, OH
Past
March 3, 2000 - April 26, 2001
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
Past
October 9, 1996 - November 16, 1998
KEYBANC CAPITAL MARKETS INC.
BD
CRD#: 566
CLEVELAND, OH
Past
February 23, 1995 - October 14, 1996
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
February 23, 1995 - October 14, 1996
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
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".
VF
VALIC FINANCIAL ADVISORS, INC.
AIG RETIREMENT ADVISORS, INC. | VALIC INVESTMENT SERVICES COMPANY | VALIC FINANCIAL ADVISORS, INC. | COREBRIDGE FINANCIAL | AMERICAN GENERAL FINANCIAL ADVISORS, INC. | AIG RETIREMENT SERVICES
CRD#: 42803 / SEC#: 801-54952, 8-50018
RIA
Registered Investment Advisory firm - SEC (10/10/1997 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(9/11/2020)
IAR
Arizona(9/14/2020)
RR
Colorado(1/22/2014)
IAR
Colorado(3/19/2014)
RR
Florida(9/1/2021)
IAR
Florida(9/2/2021)
RR
Illinois(6/3/2016)
IAR
Illinois(6/3/2016)
RR
Minnesota(1/9/2014)
RR
Nebraska(2/3/2015)
IAR
Nebraska(2/3/2015)
RR
New York(9/13/2017)
IAR
New York(8/16/2021)
RR
South Dakota(2/20/2018)
IAR
South Dakota(2/23/2018)
RR
Texas(5/7/2020)
IAR
Texas(5/7/2020)
RR
Utah(2/17/2021)
IAR
Utah(2/18/2021)
RR
Virginia(5/16/2018)
IAR
Virginia(5/17/2018)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
VF
VALIC FINANCIAL ADVISORS, INC.
AIG RETIREMENT ADVISORS, INC. | VALIC INVESTMENT SERVICES COMPANY | VALIC FINANCIAL ADVISORS, INC. | COREBRIDGE FINANCIAL | AMERICAN GENERAL FINANCIAL ADVISORS, INC. | AIG RETIREMENT SERVICES
CRD#: 42803 / SEC#: 801-54952, 8-50018
RIA
Registered Investment Advisory firm - SEC (10/10/1997 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
2919 Allen Parkway L3-20, Houston, TX 77019
Mailing Address
2919 Allen Parkway L3-20, Houston, TX 77019-2158
Phone number
(866) 544-4968
Established
Texas since 11/18/1996
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
1,633
SEC notice filing (51 States and Territories)
FINRA licenses (51 States and Territories)
Documents
Part 2 Brochures
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| THE VARIABLE ANNUITY LIFE INSURANCE COMPANY | DIRECT OWNER | |
| BURNETTE, CYNTHIA LEA | CHIEF FINANCIAL OFFICER AND TREASURER | 1863103 |
| FORTEY, MICHAEL | VFA CHIEF COMPLIANCE OFFICER BROKER DEALER | 2304969 |
| GIBSON, KRISTA DE LOIS | PRESIDENT; SVP, HEAD OF PRODUCT & ADVISORY SERVICES | 2348708 |
| JOE, CHRISTOPHER CHUCK | VFA CHIEF COMPLIANCE OFFICER INVESTMENT ADVISOR | 2373056 |
| LOGAN, JOHN ALBERT | CHIEF OPERATIONS OFFICER | 4378887 |
| MARCIEL-CARR, THERESA H | VICE PRESIDENT, FIELD SUPERVISION | 5428259 |
| NORRIS, JOHN ERIK | SECRETARY | 8188573 |
| RINK, VERONICA LYNETTE | VICE PRESIDENT, BUSINESS ADMINISTRATION | 4724432 |
Regulatory assets under management
| Total Number of Accounts | 293,993 |
| AUM (Assets Under Management) | $ 26,372,603,709 |
Disclosures
| Regulatory Event | 17 |
| Arbitration | 3 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/24/2025 | ||
| 01/27/2025 | ||
| 04/29/2024 | ||
| 04/28/2023 |
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.
