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Andrew Stukalin

Anchor Capital Advisors LLC

Boston, MA

CRD 5993796

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Employer firm

Anchor Capital Advisors LLC CRD 105540

$2.37B regulatory AUM 18 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Anchor Capital Advisors Llc

Two International Place Suite 2110, Boston, MA 02110-4104 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2021-07-22
  • MA RA
    APPROVED
    Since 2021-07-22

Branch Locations

Two International Place Suite 2110, Boston, MA 02110-4104 • 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
Georgetown University Washington DC 08/2012 01/2021
Anchor Capital Boston MA 05/2016 04/2021
Anchor Capital Boston MA 05/2021 Present
  • 08/2012 → 01/2021
    Georgetown University
    Washington, DC
  • 05/2016 → 04/2021
    Anchor Capital
    Boston, MA
  • 05/2021 → Present
    Anchor Capital
    Boston, MA
Previous Registrations
  • 2014-08-08 → 2015-12-31
    The Cosmos Capital Group, Llc
    Washington, DC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-06-11
  • S65 Uniform Investment Adviser Law Examination
    2014-06-11

View on SEC IAPD

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