Andrew Stukalin

ANCHOR CAPITAL ADVISORS LLC

BOSTON, MA 02110-4104

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CRD#: 5993796

Professional summary

Andrew Stukalin is a registered financial advisor currently at ANCHOR CAPITAL ADVISORS LLC located in Boston, Massachusetts.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Andrew has worked at 2 firms and has passed the Series 65 exam.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Stukalin'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

July 22, 2021 - Present

ANCHOR CAPITAL ADVISORS LLC

Office #1: Two International Place Suite 2110, Boston, MA 02110-4104

RIA

CRD#: 105540

BOSTON, MA

Past

August 8, 2014 - December 31, 2015

THE COSMOS CAPITAL GROUP, LLC

RIA

CRD#: 171723

WASHINGTON, DC

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".

ANCHOR CAPITAL ADVISORS LLC

ANCHOR CAPITAL ADVISORS INC | ANCHOR/RUSSELL WEALTH ADVISORS | ANCHOR CAPITAL ADVISORS LLC

CRD#: 105540 / SEC#: 801-18930

RIA

Registered Investment Advisory firm - (5/12/1983 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

Massachusetts
(7/22/2021)

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: 6/11/2014

Uniform Investment Adviser Law Examination

Current Firm

ANCHOR CAPITAL ADVISORS LLC

ANCHOR CAPITAL ADVISORS INC | ANCHOR/RUSSELL WEALTH ADVISORS | ANCHOR CAPITAL ADVISORS LLC

CRD#: 105540 / SEC#: 801-18930

RIA

Registered Investment Advisory firm - (5/12/1983 Approved)

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Contact information

Main Address

Two International Place Suite 2110, Boston, MA 02110-4104

Mailing Address

Phone number

(617) 338-3800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ANCHOR CAPITAL ADVISORS LLC (3/19/2025)

ANCHOR CAPITAL ADVISORS LLC FORM CRS DISCLOSURE BROCHURE (3/19/2025)

Regulatory assets under management

Total Number of Accounts	3,840
AUM (Assets Under Management)	$ 2,434,135,739

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/10/2025	Cover Page	Report
07/08/2024	Cover Page	Report
07/24/2023	Cover Page	Report
11/03/2022	Cover Page	Report

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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Andrew Stukalin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Stukalin's CRS (Customer Relationship Summary).

Certified licenses

Experience

ANCHOR CAPITAL ADVISORS LLC

THE COSMOS CAPITAL GROUP, LLC

Primary Firm SEC Registration

ANCHOR CAPITAL ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/11/2014

Current Firm

ANCHOR CAPITAL ADVISORS LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ANCHOR CAPITAL ADVISORS LLC

TRUST BUT VERIFY

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