Igor Lotsvin has been an investment adviser representative at Sage Rhino Capital since December 2017, and is not listed among the firm’s executive officers or direct owners.
Sage Rhino Capital LLC is a Menlo Park, CA firm with $884M under management, 196 clients and 4 advisers in one office, as of its March 2026 filing.
Igor Lotsvin’s longest registration is the current one, 8 years at Sage Rhino Capital since 2017. Before joining Sage Rhino Capital in 2017, Igor Lotsvin was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated and Soma Asset Management LLC.
- Sage Rhino Capital LLCCurrent– present · 8 yearsMenlo Park, CA · Adviser representative · Firm CRD 290148
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 8 yearsMenlo Park, CA · Adviser representative · Firm CRD 7691
- Soma Asset Management LLC– · 2 yearsSan Francisco, CA · Adviser representative · Firm CRD 144106
Investment adviser representative registrations
Igor Lotsvin is registered as an investment adviser representative in California, since December 2017.
- CaliforniaSince 15 December 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 23 January 2010 |
| Series 7 | General Securities Representative Examination | 22 December 2009 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Igor Boris Lotsvin
- CRD
- 4425376
- Firm
- Sage Rhino Capital · CRD 290148
- Office
- 101 JEFFERSON DRIVE, Menlo Park, CA 94025
- Registration
- Investment adviser registration
- In the industry since
- July 2007
- Disciplinary history
- Not yet shown here · SEC record
Where does Igor Lotsvin work?
Igor Lotsvin is an investment adviser representative registered through Sage Rhino Capital LLC since December 2017, and is not listed among the firm’s executive officers or direct owners.
Is Igor Lotsvin a financial advisor?
Yes. Igor Lotsvin has a current investment-adviser registration in California, through Sage Rhino Capital since December 2017.
How many years of experience does Igor Lotsvin have?
Igor Lotsvin has 19 years in the financial industry, since July 2007, across 3 adviser firms.
What exams has Igor Lotsvin passed?
Igor Lotsvin has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in December 2009. FINRA credited Igor Lotsvin with the SIE, which began in October 2018.
Where did Igor Lotsvin work before Sage Rhino Capital?
Before Sage Rhino Capital, Igor Lotsvin was registered through Soma Asset Management LLC, July 2007 to December 2009.
Where is Igor Lotsvin based?
Igor Lotsvin’s registered office is in Menlo Park, CA.
Is Igor Lotsvin registered with FINRA?
No. Igor Lotsvin has no current broker registration.
How can I verify Igor Lotsvin’s record?
Search CRD 4425376 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Igor Lotsvin’s full registration record.