Adviser and broker representative · Asset Allocation Strategies, LLC
Vera Jefremovas
CRD 4544291 · Boca Raton, FL
At a glance
Vera Jefremovas is an investment adviser representative with Asset Allocation Strategies, LLC in Boca Raton, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Vera’s SEC record dates to 2025, about 1 years ago. Vera is also registered as a broker representative.
Current advisory firm
- Asset Allocation Strategies, LLCSince July 2025Boca Raton, FL · $1.0B in regulatory assets
SEC adviser record
- Registered since
- 2025 (1 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Vera’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.