Sasha A. Kostadinov

SHAKER INVESTMENTS

BEACHWOOD, OH 44122-7337

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CRD#: 2634525

Professional summary

Sasha Asen Kostadinov is a registered financial advisor currently at SHAKER INVESTMENTS located in Beachwood, Ohio.

Sasha is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Sasha has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.

At a Glance

Always 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) - RIA

Click below to view Sasha Asen Kostadinov's CRS (Customer Relationship Summary).

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®

None

Experience

Current

November 21, 2016 - Present

SHAKER INVESTMENTS

Office #1: 3201 Enterprise Parkway Suite 310, Beachwood, OH 44122-7337

RIA

CRD#: 119135

BEACHWOOD, OH

Past

January 9, 1998 - January 28, 2002

KEYBANC CAPITAL MARKETS INC.

CRD#: 566

CLEVELAND, OH

Past

August 9, 1995 - December 4, 1997

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

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".

SHAKER INVESTMENTS

SHAKER INVESTMENT LLC | SHAKER INVESTMENTS, L.L.C. | SHAKER INVESTMENTS, INC. | SHAKER INVESTMENTS LLC | SHAKER INVESTMENTS

CRD#: 119135 / SEC#: 801-60907

RIA

Registered Investment Advisory firm - (1/1/2002 Approved)

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.

Highlighted states indicate IAR registrations

IAR

Ohio
(11/21/2016)

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

IAR

Series 65

Date: 8/11/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/10/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/8/1995

General Securities Representative Examination

Current Firm

SHAKER INVESTMENTS

SHAKER INVESTMENT LLC | SHAKER INVESTMENTS, L.L.C. | SHAKER INVESTMENTS, INC. | SHAKER INVESTMENTS LLC | SHAKER INVESTMENTS

CRD#: 119135 / SEC#: 801-60907

RIA

Registered Investment Advisory firm - (1/1/2002 Approved)

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Contact information

Main Address

3201 Enterprise Parkway Suite 310, Beachwood, OH 44122-7337

Mailing Address

Phone number

(216) 292-2950

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SHAKER INVESTMENTS FORM ADV 2A FIRM BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	274
AUM (Assets Under Management)	$ 253,099,411

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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Sasha A. Kostadinov

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sasha Asen Kostadinov's CRS (Customer Relationship Summary).

Certified licenses

Experience

SHAKER INVESTMENTS

KEYBANC CAPITAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

SHAKER INVESTMENTS

State Registrations and Notice Filings

Exams

Series 65

Date: 8/11/1995

Series 63

Date: 8/10/1995

Series 7

Date: 8/8/1995

Current Firm

SHAKER INVESTMENTS

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SHAKER INVESTMENTS

TRUST BUT VERIFY

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