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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kirill? Claim Your ProfileKirill Vorobeychik is an investment advisor representative at Kovitz Investment Group Partners, LLC. Kirill has been in the industry since 1998 and holds the Series 7, 63, and 65 licenses. Kirill previously worked at Sanctuary Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Citigroup Global Markets Inc. Kirill specializes in providing investment advisory services to individuals, businesses, and institutions. Kovitz Investment Group Partners, LLC is a registered investment advisor that provides a wide range of services, including financial planning, portfolio management, and investment advisory services. The firm has approximately $11.3 billion in assets under management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Credit, cash and insurance solutions, family office services, corporate executive services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
IL
03/28/2024 - Present
Kovitz Investment Group Partners, LLC (Chicago IL)
IL
03/01/2022 - 12/31/2023
SANCTUARY SECURITIES, INC. (Wood Dale IL)
IL
01/26/2007 - 03/02/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OAK BROOK IL)
IL
12/24/1998 - 02/07/2007
CITIGROUP GLOBAL MARKETS INC. (NAPERVILLE IL)
IA
Issued 03/31/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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