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Mikhail Trukshanin

ETC BROKERAGE SERVICES
Dallas, TX
·CRD# 7436256·5 years experience

Professional Summary

Mikhail Trukshanin, who also goes by Misha Trukshanin, is a registered financial advisor currently at ETC BROKERAGE SERVICES, LLC located in Dallas, Texas. Mikhail is registered as a RR (Registered Representative) and started their career in finance in 2021. Mikhail has worked at 2 firms and has passed the Series 66, Series 99TO, Series 7TO, SIE, Series 24, Series 4 and Series 27 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Misha Trukshanin

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Videos & Posts

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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 are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

5 years in the financial services industry

Current & Past Employments

ETC BROKERAGE SERVICES, LLC·CRD# 145276
BD
Three Lincoln Centre 5430 Lbj Freeway, Suite 320, Dallas, TX 75240
January 30, 2024 - Present
HIGHTOWER SECURITIES, LLC·CRD# 116681
BD
Chicago, IL
December 16, 2021 - October 3, 2023

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Current Firm

EB
ETC BROKERAGE SERVICES, LLC

COLLECTIVE FINANCIAL SERVICES, LLC | ETC BROKERAGE SERVICES, LLC

CRD#: 145276 / SEC#: 8-67719
BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)

Contact Information

Main Address

5430 Lbj Freeway Suite 320, Dallas, TX 75240

Mailing Address

1 Equity Way, Westlake, OH 44145

Phone Number

(877) 403-0369

Established

Connecticut since 05/23/2007

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (52 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
DESICH, JEFFREY ALANDIRECTOR2771522
DESICH, RICHARD ANTHONY JRDIRECTOR2634014
AMACHER, CATHERINE COMBSCEO3168184
FAZEL, MUSTAFACHIEF COMPLIANCE OFFICER2198857
MCGOVERN, DANIEL FRANCISCOO1336666
TRUKSHANIN, MIKHAILCFO, PFO7436256
TRUKSHANIN, MIKHAILFINOP7436256

Disclosures

Regulatory Event

1

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Ohio
(1/30/2024)
RR
Texas
(1/30/2024)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jun 2022About the Series 66 exam

Series 99TO — Operations Professional Examination

Passed Sep 2025About the Series 99TO exam

Series 7TO — General Securities Representative Examination

Passed Dec 2021About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Aug 2021About the SIE exam

Series 24 — General Securities Principal Examination

Passed Sep 2024About the Series 24 exam

Series 4 — Registered Options Principal Examination

Passed May 2024About the Series 4 exam

Series 27 — Financial and Operations Principal Examination

Passed Mar 2024About the Series 27 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Mikhail Trukshanin's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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