Valeri Pavlov, financial advisor White Plains NY
93 score

Valeri Pavlov

CRD Number: 3020678
Current Firm: Pickwick Capital Advisors, LLC

Valeri Pavlov (CRD# 3020678) is an Investment Advisor Representative working at Pickwick Capital Advisors, LLC in White Plains, NY and has over 16 years of experience in the finance industry.

Similar Advisors
Danna Jacobs, financial advisor White Plains NY
Danna Jacobs
CRD# 5366446
Legacy Care Wealth, LLC
Similar Advisors
Nat Prentice, financial advisor White Plains NY
Nat Prentice
CRD# 832532
Altium Wealth Management LLC
Similar Advisors
Michael Cocco, financial advisor White Plains NY
Michael S. Cocco
CRD# 4936830
Axa Advisors, LLC
Company Name Location Dates Years
Pickwick Capital Advisors LLC White Plains, NY Dec 2005 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2000
S65 NASAA Investment Advisors Law Examination Aug 2006
Contact Info for Valeri V. Pavlov
Phone Number: 914-220-5880
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Valeri Pavlov and other advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.