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Sasha Asen Kostadinov

Shaker Investments

Beachwood, OH

CRD 2634525

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Employer firm

Shaker Investments CRD 119135

$259M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • MODEL DELIVERY FOR TAMP

From the firm’s Form ADV. Read the guides:

Current Employers
Shaker Investments

3201 Enterprise Parkway Suite 310, Beachwood, OH 44122-7337 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2016-11-21
  • OH RA
    APPROVED
    Since 2016-11-21

Branch Locations

3201 Enterprise Parkway Suite 310, Beachwood, OH 44122-7337 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Shaker Investments Llc Beachwood OH 08/2005 Present
  • 08/2005 → Present
    Shaker Investments Llc
    Beachwood, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-08-11
S63 Uniform Securities Agent State Law Examination 1995-08-10
  • S65 Uniform Investment Adviser Law Examination
    1995-08-11
  • S63 Uniform Securities Agent State Law Examination
    1995-08-10
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

NORTH STAR ADVISORY GROUP, LLC
CM WEALTH ADVISORS LLC
PHILIPP CAPITAL ADVISORS

Nearby Investors

NICHOLAS ISAAC STERN
MARK KANGAS
ERIK SHANNON KEISTER

Nearby Offices

NORTH STAR ADVISORY GROUP, LLC · BEACHWOOD, OH
CM WEALTH ADVISORS LLC · BEACHWOOD, OH
PHILIPP CAPITAL ADVISORS · BEACHWOOD, OH

More in Beachwood, OH

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