Ksenia Trikoz is a registered investment advisor, based in Ithaca, NY, with 3 years of industry experience.
Location
450 North Aurora Street, Ithaca, NY, 14850
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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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Ksenia is the business owner of Verdi Studio LLC, where she photographs headshots and family portraits. This activity, which is not investment-related, takes a few hours per week.
Employment History
Current Registrations
Fortune Financial Services, INC.Broker
December 2025 - Present · 5 mos
Fingerlakes Wealth Management, INC.
May 2025 - Present · 1 yr
Previous Registrations
LPL Enterprise, LLC
December 2024 - March 2025 · 3 mos
LPL Enterprise, LLCBroker
December 2024 - March 2025 · 3 mos
Plum Street Advisors, LLC
May 2022 - May 2024 · 2 yrs
State Registrations1 state
NY
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.