AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
AB

Anna Bogorodchenko

HILLCREST FINANCIAL GROUP
THOUSAND OAKS, CA 91360
CRD#: 8123926
Some features on this profile are disabled
AB
Anna BogorodchenkoHILLCREST FINANCIAL GROUP

Professional summary

Anna Bogorodchenko is a registered financial advisor currently at HILLCREST FINANCIAL GROUP located in Thousand Oaks, California.

Anna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Anna 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 Anna Bogorodchenko'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

June 24, 2025 - Present

HILLCREST FINANCIAL GROUP

Office #1: 515 Marin Street Suite 406, Thousand Oaks, CA 91360
RIA
CRD#: 317862
THOUSAND OAKS, CA

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".
HF
HILLCREST FINANCIAL GROUP
DDFG, INC | STEINWAY ADVISORS, LLC | HILLCREST FINANCIAL GROUP

CRD#: 317862 / SEC#: 801-122983

RIA
Registered Investment Advisory firm - (1/4/2022 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
California
(6/24/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/21/2025
Uniform Investment Adviser Law Examination

Current Firm

HF
HILLCREST FINANCIAL GROUP
DDFG, INC | STEINWAY ADVISORS, LLC | HILLCREST FINANCIAL GROUP

CRD#: 317862 / SEC#: 801-122983

RIA
Registered Investment Advisory firm - (1/4/2022 Approved)
Loading...

Contact information

Main Address
515 Marin Street Suite 406, Thousand Oaks, CA 91360
Mailing Address
Phone number
(805) 373-8686
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR HILLCREST FINANCIAL GROUP (2/13/2026)

Regulatory assets under management

Total Number of Accounts1,100
AUM (Assets Under Management)$ 567,800,000

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.

Company Information

HILLCREST FINANCIAL GROUP

CRD#: 317862Thousand Oaks, CA 91360

TRUST BUT VERIFY

Monitor Anna Bogorodchenko

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

SL
Sean LeonardAdvisorCheck Check Mark
WELLS FARGO CLEARING SERVICES, LLC
IAR
RR
CAMARILLO, CA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.