Sofya KirillovaCRD Number: 6616007
Current Firm: Ci Private Wealth
Sofya Kirillova (CRD# 6616007) is an Investment Advisor Representative working at Ci Private Wealth in Boston, MA and has 1 year of experience in the finance industry.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
|Ci Eaton Private Wealth||Boston, MA||Oct 2022 - Current||< 1|
|Eaton Vance Wateroak Advisors||Boston, MA||Oct 2017 - Oct 2022||5|
|Unemployed||Boston, MA||May 2017 - Oct 2017||< 1|
|Northeastern University||Boston, MA||Aug 2013 - May 2017||3|
|Goldman Sachs||Boston, MA||Jan 2016 - Jun 2016||< 1|
|John Hancock||Boston, MA||Jan 2015 - Jun 2015||< 1|
Total Assets Under Management94,617MILLIONS
Total Number of Accounts79,738ACCOUNTS
Average Account Value$1,186,599
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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