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Andra Bolotin

Director at Panagora Asset Management

No current adviser or broker registrationSEC record checked 18 October 2026

0
Past adviser firms
3
Licensing exams

IAPD record retrieved 18 October 2026SEC record

Andra Bolotin is Director of Panagora Asset Management Inc, a Boston investment adviser managing $44.1B. Andra Bolotin has passed the Series 27, Series 99TO and SIE.

Role at Panagora Asset Management

Title on Schedule A
Director
Control
Andra Bolotin is a control person of Panagora Asset Management.
Ownership
An individual ownership band is not available in the source record.
Tenure
Andra Bolotin has held the filed role since July 2024.

The firm

Panagora Asset Management Inc
Boston, MA

Form ADV filed 30 March 2026

$44.1B AUM99 clients44 advisers1 offices

Career on record

Firms and exams, newest first
  1. Passed Series 99TO and SIE · 2023
  2. Passed Series 27 · 2012

Registrations and exams

No current adviser or broker registration. Andra Bolotin has passed 3 qualifying exams.

Examinations

Series 2717 October 2012
Name
Financial and Operations Principal Examination
Series 99TO2 January 2023
Name
Operations Professional Examination
SIE2 January 2023
Name
Securities Industry Essentials Examination

Individual record

Full name
Andra Sloane Bolotin
CRD
5628438
Firm
Panagora Asset Management Inc
Registration status
No current adviser or broker registration
Firm bio
panagora.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

PanAgora lists Andra S. Bolotin on its board of directors. Official PanAgora leadership team

Common questions

Where does Andra Bolotin work?

Andra Bolotin has been Director of Panagora Asset Management Inc since July 2024, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 30 March 2026

Does Andra Bolotin have a current investment-adviser registration?

Andra Bolotin has no current investment-adviser or broker registration, as of 18 October 2026.

Source: IAPD individual record, checked 18 October 2026

What exams has Andra Bolotin passed?

Andra Bolotin has passed 3 licensing exams: the Series 27, Series 99TO and SIE. The earliest, the Series 27, was passed in October 2012.

Source: IAPD individual record, checked 18 October 2026

Leadership at Panagora Asset Management

Sources

  1. IAPD individual record, CRD 5628438. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Panagora Asset Management Inc, filed 30 March 2026. Title, control and ownership bands.
  3. Panagora Asset Management team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Andra Bolotin or Panagora Asset Management Inc and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.