Yevgeniy Falkovich
Investment adviser representative at Vilga Financial Planning LLC
15 yearsExperience
1 stateRegistered in
CFADesignation
$169.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Vilga Financial Planning LLCDec 2023 to now
- UnemployedNov 2020 to Dec 2023
- BMO Capital Markets Corp.Sep 2018 to Oct 2020
- Kgs Alpha Capital Markets, L.P.Jul 2011 to Sep 2018
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NY).
Vilga Financial Planning LLC
$169.3MAssets managed
19Clients
3Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5952831
- Firm CRD
- 311166