Tzvetelina G. Botchoukova

LUMIERE FINANCIAL

New York, NY 10017

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CRD#: 6828879

Professional summary

Tzvetelina Gueorguieva Botchoukova, who also goes by Lina Botchoukova, Tzvetelina Botchoukova, is a registered financial advisor currently at LUMIERE FINANCIAL located in New York, New York and PURSHE KAPLAN STERLING INVESTMENTS located in New York, New York.

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

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lina Botchoukova | Tzvetelina Botchoukova

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) Independent Licensed Insurance Agent; Investment Related; Address: same as branch; 11/2022 ; Fixed Insurance 2) Tzvetelina Botchoukova; Not investment-related; Jersey City, NJ and West New York, NJ; Rentor/Residential Property Operator; Landlord; 7/2018 and 7/2020, respectively; less than 1 hour per month and during trading hours; manages residential real estate 3) Lumiere Financial Group LLC 2. Investment related - Yes 3. Registered Branch Office Location 4. RIA & Insurance Firm 5. Managing Director/CCO/IAR 6. 01/2022 7. 160 Hours/Mo 120. 160 Hrs during trading hours 120. Compliance & Portfolio Management / Advisory Fees 4) Name: Purshe Kaplan Sterling Investments, Investment Related - Yes, Address: See Registered Branch Location, Nature: Broker Dealer, Position: Registered Representative, Start: 08/2022, Number of Hours/Mo: 3, Number of Hrs during trading hours: 3, Duties: Ms. Botchoukova is a registered representative of BD Purshe Kaplan Sterling Investments, member FINRA/SIPC. She may offer products and receive normal and customary commissions as a result of these transactions.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tzvetelina Gueorguieva Botchoukova'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

May 5, 2022 - Present

LUMIERE FINANCIAL

Office #1: 675 Third Avenue Suite 920, New York, NY 10017

RIA

CRD#: 319171

New York, NY

Current

August 1, 2022 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 675 Third Ave Suite 920, New York, NY 10017

CRD#: 35747

New York, NY

Past

January 24, 2022 - June 9, 2022

AMERITAS ADVISORY SERVICES, LLC

RIA

CRD#: 317245

New York, NY

Past

January 24, 2022 - June 9, 2022

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

New York, NY

Past

October 29, 2021 - January 25, 2022

FRANKLIN DISTRIBUTORS, LLC

CRD#: 109064

New York, NY

Past

December 5, 2017 - January 25, 2022

FIDUCIARY TRUST INTERNATIONAL, LLC

RIA

CRD#: 124062

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".

LUMIERE FINANCIAL

LUMIERE FINANCIAL | LUMIERE FINANCIAL GROUP LLC | LUMIERE FINANCIAL GROUP

CRD#: 319171 / SEC#: 801-123638

RIA

Registered Investment Advisory firm - (4/6/2022 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.

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

New Jersey
(8/1/2022)

IAR

New Jersey
(4/29/2024)

IAR

New York
(5/5/2022)

New York
(8/1/2022)

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

Exams

State Security Law Exam

Series 63

Date: 1/21/2022

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 9/29/2017

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/29/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 7/26/2021

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

LUMIERE FINANCIAL

LUMIERE FINANCIAL | LUMIERE FINANCIAL GROUP LLC | LUMIERE FINANCIAL GROUP

CRD#: 319171 / SEC#: 801-123638

RIA

Registered Investment Advisory firm - (4/6/2022 Approved)

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Contact information

Main Address

675 Third Avenue Suite 920, New York, NY 10017

Mailing Address

Phone number

(212) 516-5900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LUMIERE FINANCIAL GROUP LLC (10/29/2025)

Regulatory assets under management

Total Number of Accounts	246
AUM (Assets Under Management)	$ 59,927,014

Red Flags

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

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Tzvetelina G. Botchoukova

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tzvetelina Gueorguieva Botchoukova's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

AMERITAS ADVISORY SERVICES, LLC

AMERITAS INVESTMENT COMPANY, LLC

FRANKLIN DISTRIBUTORS, LLC

FIDUCIARY TRUST INTERNATIONAL, LLC

Primary Firm SEC Registration

LUMIERE FINANCIAL

State Registrations and Notice Filings

Exams

Series 63

Date: 1/21/2022

Series 65

Date: 9/29/2017

Series 7TO

Date: 10/29/2021

SIE

Date: 7/26/2021

FINRA

Current Firm

LUMIERE FINANCIAL

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LUMIERE FINANCIAL

TRUST BUT VERIFY

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