Amit
Chokshi

Cross Island Advisors LLC

CRD#3156616
Investment Advisor
in Norwalk, CT

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About this Advisor

Amit Chokshi is a chartered financial analyst who works in Norwalk, Connecticut with 1 year of industry experience. Chokshi is on the advisory team at Cross Island Advisors LLC. During their career, Chokshi has held roles at City National Rochdale, Doshi Capital Partners and Cross Island Advisors LLC. Chokshi maintains Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Connecticut and New York. Cross Island Advisors LLC is an advisory company that has its headquarters in Norwalk, CT. The company has just one financial advisor. It manages $453 million in total assets between its five accounts, placing it among the bigger firms in the nation by assets under management. The business provides portfolio management for individuals and small businesses. Financial management fees usually depend on the services offered. However, fees charged by Cross Island Advisors LLC typically consist of other fees.

Certifications and Registrations

Series 63, Series 65, Series 66, Chartered Financial Analyst

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Others

Office Location

450 Mansfield Ave
Norwalk, CT 06854

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Cross Island Advisors LLC Brokerage Details

Total Assets Under Management

$453,000,000

CT Average: $5,297,377,271
Total Number of Employees

1

CT Average: 35
Total Number of Accounts

5

CT Average: 690
Average Account Size

$90,600,000

CT Average: $7,677,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Amit Chokshi Work History

Amit has been registered as a financial advisor for 1 years.*

2017 - Present (7 years)

Cross Island Advisors LLC

2016 - Present (8 years)

Doshi Capital Partners

2013 - 2015 (2 years)

City National Rochdale

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Amit Chokshi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cross Island Advisors LLC

Amit Chokshi
Norwalk, CT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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