Kira Rogozhina

FOXMAN ASSET ADVISORS

Rockville, MD 20852

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CRD#: 6592321

Professional summary

Kira Rogozhina, who also goes by Kira Vladimirovna Rogozhina, is a registered financial advisor currently at FOXMAN ASSET ADVISORS INC. located in Rockville, Maryland and PURSHE KAPLAN STERLING INVESTMENTS located in Rockville, Maryland.

Kira is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Kira has worked at 4 firms and has passed the Series 63, Series 65, Series 6TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kira Vladimirovna Rogozhina

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.

1) Foxman Asset Advisors Inc. Investment Related. At registered location. Financial Advisory. CEO/CCO. 02/01/2021. Hrs/month 60 all during trading hours. Compliance, client administration, operations. 2) Notary. Not Investment Related. 4354 Cherry Hill Rd Apt 203, Arlington, VA 22207. Owner. Notary Services. 3/30/2020. Hrs/month 1 all during trading hours. Notary services in the state of VA. 3) PKS Financial Services. Investment Related. 1700 Rockville Pike, Ste 110, Rockville, MD 20852. Insurance. Insurance agent. 9/1/2025. 4 hrs/month during trading hours. Insurance product sales.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kira Rogozhina'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 25, 2021 - Present

FOXMAN ASSET ADVISORS INC.

Office #1: 1700 Rockville Pike Ste 110, Rockville, MD 20852

RIA

CRD#: 310637

Rockville, MD

Current

February 3, 2024 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 1700 Rockville Pike Ste 110, Rockville, MD 20852

CRD#: 35747

Rockville, MD

Past

February 24, 2020 - January 29, 2021

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

Rockville, MD

Past

November 15, 2017 - January 29, 2021

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

Rockville, MD

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.

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

IAR

Maryland
(1/25/2021)

Maryland
(2/3/2024)

IAR

Virginia
(2/1/2021)

Virginia
(9/3/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 9/3/2025

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 12/14/2019

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6TO

Date: 2/3/2024

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/15/2017

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

FOXMAN ASSET ADVISORS INC.

CRD#: 310637 / SEC#:

Maryland

Registered Investment Advisory firm - (1/25/2021 Approved)

Virginia

Registered Investment Advisory firm - (2/1/2021 Approved)

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Contact information

Main Address

1700 Rockville Pike Ste 110, Rockville, MD 20852

Mailing Address

Phone number

(301) 977-0090

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	250
AUM (Assets Under Management)	$ 23,223,259

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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Kira Rogozhina

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kira Rogozhina's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 9/3/2025

Series 65

Date: 12/14/2019

Series 6TO

Date: 2/3/2024

SIE

Date: 10/1/2018

Series 7

Date: 11/15/2017

FINRA

Current Firm

FOXMAN ASSET ADVISORS INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FOXMAN ASSET ADVISORS INC.

TRUST BUT VERIFY

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