Nikolai Chuvakhin

FORT ROSS CAPITAL MANAGEMENT

Monrovia, CA 91016

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CRD#: 4695840

Professional summary

Nikolai Chuvakhin is a registered financial advisor currently at FORT ROSS CAPITAL MANAGEMENT, LLC located in Monrovia, California.

Nikolai is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Nikolai has worked at 1 firm and has passed the Series 65 and Series 3 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.

Mr. Chuvakhin is a Managing Partner in Tagora Capital LLP, a consulting firm organized under the laws of England and Wales and based in the United Kingdom.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nikolai Chuvakhin'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

September 29, 2003 - Present

FORT ROSS CAPITAL MANAGEMENT, LLC

Office #1: 130 E Chestnut Ave, Monrovia, CA 91016

RIA

CRD#: 128064

Monrovia, CA

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
(9/29/2003)

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Exams

State Security Law Exam

IAR

Series 65

Date: 8/5/2003

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 3

Date: 8/30/2018

National Commodity Futures Examination

Current Firm

FORT ROSS CAPITAL MANAGEMENT, LLC

FORT ROSS CAPITAL MANAGEMENT, LLC | FORTROSS CAPITAL MANAGEMENT, LLC

CRD#: 128064 / SEC#:

California

Registered Investment Advisory firm - (9/29/2003 Approved)

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Contact information

Main Address

130 East Chestnut Avenue, Monrovia, CA 91016

Mailing Address

Phone number

(310) 600-1504

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	3
AUM (Assets Under Management)	$ 6,031,018

Red Flags

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

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Nikolai Chuvakhin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nikolai Chuvakhin's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORT ROSS CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/5/2003

Series 3

Date: 8/30/2018

Current Firm

FORT ROSS CAPITAL MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FORT ROSS CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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