Sofia Simontov
Professional Summary
Sofia Simontov is a registered financial advisor currently at AQR INVESTMENTS, LLC located in Greenwich, Connecticut. Sofia is registered as a RR (Registered Representative) and started their career in finance in 2022. Sofia has worked at 2 firms and has passed the Series 63, Series 3, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
5 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
AQR INVESTMENTS, LLC
Contact Information
Main Address
One Greenwich Plaza Suite 130, Greenwich, CT 06830Mailing Address
One Greenwich Plaza Suite 130, Greenwich, CT 06830Phone Number
(203) 742-3600Established
Delaware since 03/15/2017Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| AQR CAPITAL MANAGEMENT HOLDINGS (B-D), LLC | PARENT COMPANY | — |
| HOWARD, JOHN BRADLEY | CHIEF EXECUTIVE OFFICER | 3132622 |
| KABILLER, DAVID GARY | BOARD OF MANAGERS | 1736385 |
| MELLAS, STEPHEN JOSEPH | BOARD OF MANAGERS | 1505043 |
| PRINCE, STEPHANIE NICOLE | CHIEF COMPLIANCE OFFICER | 2618015 |
| RYAN, PATRICK EDMUND | CHIEF FINANCIAL OFFICER | 2822527 |
| WILLCOX, HERBERT JAMES | BOARD OF MANAGERS & CHIEF LEGAL OFFICER | 1868426 |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(9/12/2025)
(9/15/2025)
(9/12/2025)
(9/25/2025)
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(9/24/2025)
(9/11/2025)
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(9/30/2025)
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(9/18/2025)
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(7/22/2025)
(9/11/2025)
(9/12/2025)
(10/2/2025)
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(9/15/2025)
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(9/12/2025)
(9/16/2025)
(7/22/2025)
(9/12/2025)
(9/11/2025)
(9/12/2025)
(9/18/2025)
(9/11/2025)
(7/22/2025)
(9/15/2025)
(9/11/2025)
(9/15/2025)
(7/22/2025)
(7/22/2025)
(9/16/2025)
(7/22/2025)
(9/11/2025)
(9/12/2025)
(9/15/2025)
(7/22/2025)
(9/22/2025)
(9/10/2025)
(9/11/2025)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Sofia Simontov's CRS (Customer Relationship Summary).
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