Ksenia Trikoz (CRD# 5545294) is an Investment Advisor Representative working at Plum Street Advisors, LLC in Ithaca, NY and has over 2 years of experience in the finance industry.
CRD# 4349306
Lpl Financial LLC
CRD# 4176455
Morgan Stanley
CRD# 5929634
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Plum Street Advisors LLC | Newton, MA | Apr 2022 - Current | 2 |
Baw Enterprises, LLC | Ithaca, NY | Jan 2021 - Current | 3 |
Verdi Studio LLC | Ithaca, NY | Apr 2016 - Current | 8 |
Cornell University Career Services | Ithaca, NY | Apr 2015 - Jun 2016 | 1 |
Student - Cornell University | New York, NY | Aug 2011 - May 2015 | 3 |
Standard And Poor's | New York, NY | Jun 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- CA
- FL
- LA
- MA
- NY
- WA
-
Total Assets Under Management261MILLIONS
-
Total Number of Accounts464ACCOUNTS
-
Average Account Value$563,503
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, FL, GA, LA, MA, NJ, NY, PA, WA
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