Eugene Kuntorovsky

ISAKOV PLANNING GROUP

Southampton, PA 18966

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CRD#: 6933483

Professional summary

Eugene Kuntorovsky is a registered financial advisor currently at ISAKOV PLANNING GROUP INC. located in Southampton, Pennsylvania.

Eugene is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Eugene has worked at 1 firm 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 Eugene Kuntorovsky'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

December 10, 2018 - Present

ISAKOV PLANNING GROUP INC.

Office #1: 735 Street Road, Southampton, PA 18966

RIA

CRD#: 153685

Southampton, PA

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

Pennsylvania
(12/10/2018)

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Exams

State Security Law Exam

IAR

Series 65

Date: 1/30/2017

Uniform Investment Adviser Law Examination

Current Firm

ISAKOV PLANNING GROUP INC.

ISAKOV GROUP INC. | ISAKOV PLANNING GROUP INC.

CRD#: 153685 / SEC#:

New York

Registered Investment Advisory firm - (5/12/2010 Approved)

Pennsylvania

Registered Investment Advisory firm - (12/10/2018 Approved)

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Contact information

Main Address

671 Second Street Pike, Southampton, PA 18966

Mailing Address

Phone number

(212) 300-6895

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	307
AUM (Assets Under Management)	$ 13,055,338

Red Flags

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Eugene Kuntorovsky

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eugene Kuntorovsky's CRS (Customer Relationship Summary).

Certified licenses

Experience

ISAKOV PLANNING GROUP INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/30/2017

Current Firm

ISAKOV PLANNING GROUP INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ISAKOV PLANNING GROUP INC.

TRUST BUT VERIFY

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