Victor Berlizov

COTTONWOOD CAPITAL ADVISORS

Plano, TX 75093

CRD#: 8114576

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Professional summary

Victor Berlizov is a registered financial advisor currently at COTTONWOOD CAPITAL ADVISORS located in Plano, Texas.

Victor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Victor has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

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 Victor Berlizov'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

July 21, 2025 - Present

COTTONWOOD CAPITAL ADVISORS

Office #1: 5960 W Parker Rd Ste 278-135, Plano, TX 75093

RIA

CRD#: 322366

Plano, TX

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".

COTTONWOOD CAPITAL ADVISORS

COTTONWOOD CAPITAL ADVISORS | COTTONWOOD VENTURES, LLC

CRD#: 322366 / SEC#: 801-127478

RIA

Registered Investment Advisory firm - (3/21/2023 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.

Highlighted states indicate IAR registrations

IAR

Texas
(7/21/2025)

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: 7/19/2025

Uniform Investment Adviser Law Examination

Current Firm

COTTONWOOD CAPITAL ADVISORS

COTTONWOOD CAPITAL ADVISORS | COTTONWOOD VENTURES, LLC

CRD#: 322366 / SEC#: 801-127478

RIA

Registered Investment Advisory firm - (3/21/2023 Approved)

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Contact information

Main Address

105 Decker Court Suite 730, Irving, TX 75062

Mailing Address

Phone number

(972) 573-4030

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SEPTEMBER 2025 ADV PART 2 BROCHURE (9/9/2025)

Regulatory assets under management

Total Number of Accounts	204
AUM (Assets Under Management)	$ 291,018,574

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/27/2025	Cover Page	Report
05/13/2024	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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Victor Berlizov

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Victor Berlizov's CRS (Customer Relationship Summary).

Certified licenses

Experience

COTTONWOOD CAPITAL ADVISORS

Primary Firm SEC Registration

COTTONWOOD CAPITAL ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 7/19/2025

Current Firm

COTTONWOOD CAPITAL ADVISORS

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

COTTONWOOD CAPITAL ADVISORS

TRUST BUT VERIFY

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