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Boris G
Series 65
Boca Raton, FL
Suntax Advisors LLC
Boris Grishchenko is a financial advisor at Suntax Advisors LLC with a Series 65 credential and no prior industry experience. Before joining Suntax Advisors, he worked at Rosneft Oil Company for eight years and has been involved with Suntax Consulting, LLC, a tax consulting company where he is a partner. Suntax Advisors provides investment management and fee-based financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses Modern Portfolio Theory and focused asset allocation with an emphasis on index funds and global diversification, and it integrates tax and accounting services alongside investment management.
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