Boris Senderzon

HILBAR CAPITAL

Palo Alto, CA

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CRD#: 6705138

Professional summary

Boris Senderzon, who also goes by Boris (no Middle Name) Senderzon, is a registered financial advisor currently at HILBAR CAPITAL, LLC located in Palo Alto, California.

Boris is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Boris has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Boris (no Middle Name) Senderzon

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 Boris Senderzon'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

October 25, 2016 - Present

HILBAR CAPITAL, LLC

RIA

CRD#: 285088

Palo Alto, 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
(10/25/2016)

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Exams

State Security Law Exam

IAR

Series 65

Date: 1/14/2016

Uniform Investment Adviser Law Examination

Current Firm

HILBAR CAPITAL, LLC

CRD#: 285088 / SEC#:

California

Registered Investment Advisory firm - (10/25/2016 Approved)

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Contact information

Main Address

Palo Alto, CA

Mailing Address

Po Box 381, Palo Alto, CA 94302

Phone number

(510) 703-8477

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	15
AUM (Assets Under Management)	$ 2,618,793

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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Boris Senderzon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Boris Senderzon's CRS (Customer Relationship Summary).

Certified licenses

Experience

HILBAR CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/14/2016

Current Firm

HILBAR CAPITAL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

HILBAR CAPITAL, LLC

TRUST BUT VERIFY

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