Igor Smolyanskiy

VILGA FINANCIAL PLANNING LLC

Fair Lawn, NJ

Some features on this profile are disabled

CRD#: 5017961

Professional summary

Igor Smolyanskiy, CFP® is a registered financial advisor currently at VILGA FINANCIAL PLANNING LLC located in Fair Lawn, New Jersey.

Igor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Igor has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 27 exams.

Question & Answer

What are your service offerings?

Estate Planning

Budgeting

Insurance Planning

Retirement Income Management

Debt Management

Employee and Employer Plan Ben...

Retirement Planning

Inheritance

Education Planning

Investment Planning

Comprehensive Financial Planni...

Social Security Planning

Tax Planning

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Igor Smolyanskiy'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®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

December 9, 2020 - Present

VILGA FINANCIAL PLANNING LLC

RIA

CRD#: 311166

Fair Lawn, NJ

Past

September 1, 2018 - June 5, 2020

BMO CAPITAL MARKETS CORP.

CRD#: 16686

New York, NY

Past

February 23, 2012 - September 1, 2018

KGS-ALPHA CAPITAL MARKETS, L.P.

CRD#: 151705

NEW YORK, NY

Past

September 5, 2005 - January 27, 2006

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".

VILGA FINANCIAL PLANNING LLC

CRD#: 311166 / SEC#: 801-132624

RIA

Registered Investment Advisory firm - (4/30/2025 Approved)

New Jersey

Registered Investment Advisory firm - (5/20/2025 Terminated)

New York

Registered Investment Advisory firm - (5/7/2025 Terminated)

Texas

Registered Investment Advisory firm - (5/7/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

New Jersey
(12/9/2020)

IAR

Texas
(8/25/2022)

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 66

Date: 10/3/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/2/2005

General Securities Representative Examination

Principal/Supervisory Exam

Series 27

Date: 2/22/2012

Financial and Operations Principal Examination

Current Firm

VILGA FINANCIAL PLANNING LLC

CRD#: 311166 / SEC#: 801-132624

RIA

Registered Investment Advisory firm - (4/30/2025 Approved)

New Jersey

Registered Investment Advisory firm - (5/20/2025 Terminated)

New York

Registered Investment Advisory firm - (5/7/2025 Terminated)

Texas

Registered Investment Advisory firm - (5/7/2025 Terminated)

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

Fair Lawn, NJ

Mailing Address

Phone number

(201) 300-6097

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A & 2B (7/8/2025)

Regulatory assets under management

Total Number of Accounts	97
AUM (Assets Under Management)	$ 124,656,173

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.

Contact information

(xxx) xxx-xxxx

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Igor Smolyanskiy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Igor Smolyanskiy's CRS (Customer Relationship Summary).

Certified licenses

Experience

BMO CAPITAL MARKETS CORP.

KGS-ALPHA CAPITAL MARKETS, L.P.

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

VILGA FINANCIAL PLANNING LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/3/2005

SIE

Date: 10/1/2018

Series 7

Date: 9/2/2005

Series 27

Date: 2/22/2012

Current Firm

VILGA FINANCIAL PLANNING LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VILGA FINANCIAL PLANNING LLC

TRUST BUT VERIFY

Contact information

Similar Advisors