KK
Kostadin Krajcev
CETERA INVESTMENT ADVISERS LLC
TROY, MI 48083
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CRD#: 2962134
KK
Professional summary
Kostadin Krajcev is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Troy, Michigan and CETERA WEALTH SERVICES, LLC located in Troy, Michigan.
Kostadin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Kostadin has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
(dba) OXFORD CAPITAL; Investment Related; 2359 Livernois Rd, Ste 300, Troy, MI 48083; Agent; Start Date 09/1997; 2 hours per month; Life insurance and fixed annuities. >> FIRST HERITAGE INSURANCE; Non-Investment Related; 2359 Livernois Rd, Ste 300, Troy, MI 48083; Agent; Start Date 03/2007; 20 hours per month; P&C, health, and dental insurance. >> SOLUNPROPERTIES LLC; Non-Investment Related; 2359 Livernois Rd, Ste 300, Troy, MI 48083; Landlord; Start Date 06/2014; 2 hours per month; I own the building that my office is located in; There are two tenants in the building. >> UNIGLOBE TRADE INC; Non-Investment Related; Residence Address; Other; President; Start Date 09/1992; No hours per month; This company is dormant; I just maintain the name. >> OXFORD CAPITAL MANAGEMENT INC; Investment Related; 2359 Livernois Rd, Ste 300, Troy, MI 48083; Accounting; President; Start Date 01/2000; 8 hours per month; Income tax, bookkeeping, and payroll preparation.
CRS (Client Relationship Summary) - RIA
Click below to view Kostadin Krajcev'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
February 20, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 2359 Livernois Road Suite 300, Troy, MI 48083RIA
CRD#: 105644
TROY, MI
Current
February 20, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 2359 Livernois Road Suite 300, Troy, MI 48083BD
CRD#: 13572
Troy, MI
Past
September 28, 2010 - February 20, 2025
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
RIA
CRD#: 15708
Troy, MI
Past
July 29, 1998 - February 20, 2025
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
Troy, MI
Past
November 19, 1997 - August 10, 1998
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BD
CRD#: 4039
NEW YORK, NY
Past
November 19, 1997 - August 10, 1998
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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.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
California(2/20/2025)
RR
Michigan(2/20/2025)
IAR
Michigan(2/20/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
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.
