AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
ER

Egor N. Rybakov

MONTRUSCO BOLTON INVESTMENTS
NEWPORT BEACH, CA 92660
Some features on this profile are disabled
CRD#: 2914794
ER
Egor Nickolaevich RybakovMONTRUSCO BOLTON INVESTMENTS

Professional summary

Egor Nickolaevich Rybakov, who also goes by Egor N Rybakov, is a registered financial advisor currently at MONTRUSCO BOLTON INVESTMENTS INC. located in Newport Beach, California.

Egor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Egor has worked at 10 firms and has passed the Series 63 and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Egor N Rybakov

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 Egor Nickolaevich Rybakov'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®
None

Experience

Current

January 8, 2026 - Present

MONTRUSCO BOLTON INVESTMENTS INC.

Office #1: 4343 Von Karman Ave Suite 250l, Newport Beach, CA 92660
RIA
CRD#: 154475
NEWPORT BEACH, CA
Past

November 4, 2021 - December 22, 2025

PENSERRA GLOBAL INVESTORS LLC

RIA
CRD#: 174309
ORINDA, CA
Past

January 25, 2021 - September 12, 2021

BLUE ZONE GLOBAL INVESTORS

RIA
CRD#: 311840
Newport Beach, CA
Past

April 18, 2016 - December 16, 2019

CURI CAPITAL, LLC

RIA
CRD#: 134249
Irvine, CA
Past

January 12, 2011 - March 28, 2013

EDGE ASSET MANAGEMENT, INC.

RIA
CRD#: 104565
IRVINE, CA
Past

March 4, 2010 - March 14, 2011

PACIFIC INCOME ADVISERS INC

RIA
CRD#: 104719
EL SEGUNDO, CA
Past

July 25, 2008 - November 24, 2008

SANTA BARBARA ASSET MANAGEMENT, LLC

RIA
CRD#: 138123
SANTA BARBARA, CA
Past

April 11, 2007 - August 1, 2007

TRADEWINDS GLOBAL INVESTORS, LLC

RIA
CRD#: 138476
LOS ANGELES, CA
Past

April 20, 2005 - July 27, 2007

NUVEEN SECURITIES, LLC

BD
CRD#: 469
LOS ANGELES, CA
Past

November 15, 2001 - January 6, 2005

THORNBURG SECURITIES LLC

BD
CRD#: 14857
SANTA FE, NM

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".
MB
MONTRUSCO BOLTON INVESTMENTS INC.
MONTRUSCO BOLTON INVESTMENTS INC. | MONTRUSCO BOLTON INVESTMENTS, INC.

CRD#: 154475 / SEC#: 801-71803

RIA
Registered Investment Advisory firm - (9/13/2010 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
California
(1/8/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 3/9/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 11/14/2001
General Securities Representative Examination

Current Firm

MB
MONTRUSCO BOLTON INVESTMENTS INC.
MONTRUSCO BOLTON INVESTMENTS INC. | MONTRUSCO BOLTON INVESTMENTS, INC.

CRD#: 154475 / SEC#: 801-71803

RIA
Registered Investment Advisory firm - (9/13/2010 Approved)
Loading...

Contact information

Main Address
1501 Mcgill College Avenue Suite 1200, Montreal, Quebec, H3A 3M8
Mailing Address
Phone number
(514) 842-6464
Established
Firm type
Fiscal year end
# of Employees
65

SEC notice filing (2 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

MONTRUSCO BOLTON FORM ADV PART 2A - FIRM BROCHURE (3/25/2025)

Regulatory assets under management

Total Number of Accounts607
AUM (Assets Under Management)$ 12,261,249,826

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.

Company Information

MONTRUSCO BOLTON INVESTMENTS INC.

CRD#: 154475Newport Beach, CA 92660

TRUST BUT VERIFY

Monitor Egor Rybakov

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Mark Kendall Rylance
Mark RylanceAdvisorCheck Check Mark
RS CRUM INC.
IAR
NEWPORT BEACH, CA
Ryan Anthony Gallo
Ryan GalloAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
FULLERTON, CA
Barton S Pearce
Barton PearceAdvisorCheck Check Mark
PARK AVENUE SECURITIES LLC
IAR
RR
Irvine, CA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.