Mikhail Kabalin

LENDINGROBOT

South Yarmouth, MA

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CRD#: 7539524

Professional summary

Mikhail Kabalin is a registered financial advisor currently at LENDINGROBOT located in South Yarmouth, Massachusetts.

Mikhail is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Mikhail has worked at 2 firms 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.

10/30/2022 Lend Academy Investments, LLC. One Penn Plaza NY NY 10119. this business is investment related. I am CEO and CCO. I spend over 40 hours a month outside of business hours per month and over 40 hours within business hours per month on this entity. I do not receive compensation and it does not present a conflict of interest.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mikhail Kabalin'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

August 10, 2023 - Present

LENDINGROBOT

RIA

CRD#: 169878

South Yarmouth, MA

Past

May 23, 2022 - June 27, 2023

LIME ADVISORY CORP.

RIA

CRD#: 299280

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".

LENDINGROBOT

LEND ACADEMY INVESTMENTS | NSR INVEST | LENDINGROBOT | LEND ACADEMY INVESTMENTS, LLC

CRD#: 169878 / SEC#: 801-100372

RIA

Registered Investment Advisory firm - (6/25/2015 Approved)

Colorado

Registered Investment Advisory firm - (11/20/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

New York
(8/10/2023)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/20/2022

Uniform Investment Adviser Law Examination

Current Firm

LENDINGROBOT

LEND ACADEMY INVESTMENTS | NSR INVEST | LENDINGROBOT | LEND ACADEMY INVESTMENTS, LLC

CRD#: 169878 / SEC#: 801-100372

RIA

Registered Investment Advisory firm - (6/25/2015 Approved)

Colorado

Registered Investment Advisory firm - (11/20/2015 Terminated)

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Contact information

Main Address

South Yarmouth, MA

Mailing Address

169 Madison Ave. Ste. 2897, New York, NY 10016

Phone number

(646) 346-1048

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LENDINGROBOT - FORM ADV PART 2A BROCHURE MARCH 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	903
AUM (Assets Under Management)	$ 21,901,237

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
04/24/2025	Cover Page	Report
01/29/2024	Cover Page	Report
05/17/2023	Cover Page	Report

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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Mikhail Kabalin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

LENDINGROBOT

LIME ADVISORY CORP.

Primary Firm SEC Registration

LENDINGROBOT

State Registrations and Notice Filings

Exams

Series 65

Date: 5/20/2022

Current Firm

LENDINGROBOT

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

LENDINGROBOT

TRUST BUT VERIFY

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