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Victor Shamilov

R. F. Lafferty & CO., INC.
20 Years of Experience
Manalapan, NJ
Broker
View SEC Summary
View SEC Summary

Victor Shamilov is a registered investment advisor at R. F. Lafferty & CO., INC., based in Manalapan, NJ, with 20 years of industry experience. Victor is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 125 clients with $130M in assets under management.

R. F. Lafferty & CO., INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)
Firm Size
16 advisors
Number of Clients
125 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$129.8M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.75%
$250K - $500K2.50%
$500K - $750K2.25%
$750K - $1.0M2.00%
$1.0M - $2.5M1.50%
$2.5M+1.25%

All fees are negotiable. Fees for accounts over $5,000,000 are fully negotiable. Minimum advisory account size is $25,000.

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

Manalapan, NJ

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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 9 mos
R. F. Lafferty & CO., INC.
January 2013 - Present · 13 yrs 9 mos
R. F. Lafferty & CO., INC.Broker
January 2013 - Present · 13 yrs 9 mos
Previous Registrations
Kern, Suslow Securities, INC.Broker
November 2005 - December 2013 · 8 yrs 1 mo
State Registrations4 states
FLNJNYUT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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