VS
VS

Victor Shamilov

20 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningInsurance Planning
Compensation
Commission-BasedFee-Only (AUM)
Firm Size
16 advisors
Number of Clients
183 clients
Average Client Portfolio
$836K average
Assets Under Management
$153.0M

Fee Structure

Minimum Investment:$50K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K2.75%
$250K - $500K2.50%
$500K - $750K2.25%
$750K - $1.0M2.00%
$1.0M - $2.5M1.50%
$2.5M - $5.0M1.25%
$5.0M - $10.0M1.25%
$10M+1.25%

Fees are negotiable for accounts over $5,000,001.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

40 Wall Street, 29th Floor, New York, NY, 10005

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Victor is an event ticket broker, reselling sports and concert tickets on a 1099 basis. This activity takes a few hours per week during market hours.

Employment History
Current Registrations
R. F. Lafferty & CO., INC.
January 2017 - Present · 9 yrs 1 mo
R. F. Lafferty & CO., INC.
January 2013 - Present · 13 yrs 1 mo
R. F. Lafferty & CO., INC.Broker
January 2013 - Present · 13 yrs 1 mo
Previous Registrations
Kern, Suslow Securities, INC.Broker
November 2005 - December 2013 · 8 yrs 1 mo
State Registrations4 states
FLNJNYUT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Victor Shamilov - Financial Advisor | TrueAdvisor