Advisor at Prime Sentry Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Prime Sentry Wealth Management LLC
Location
Addison, TX 75001
Credentials
Series 65
Industry experience
< 1 year
Leonid Murashkovskiy is the principal and sole advisor at Prime Sentry Wealth Management LLC. He holds a Series 65 credential and has over a decade of experience as a licensed attorney and real estate broker operating separate business entities. Murashkovskiy also serves on the board of directors for the Dallas International Academy, a nonprofit organization. Prime Sentry Wealth Management LLC is a fee-only registered investment adviser that provides discretionary and non-discretionary portfolio management primarily for pooled vehicles and institutional clients. The firm applies Modern Portfolio Theory and longer-term strategies using mutual funds and exchange-traded funds, with portfolio management tailored to client objectives and risk tolerance.
1% annually, maximum, negotiable
Fee-only: Fee-only independent financial adviser
16801 Addison Rd, Suite 124
Addison, TX 75001
Texas
Prime Sentry Wealth Management LLC
2024 - Present (2 years)
Leonid Murashkovskiy, PLLC
2014 - Present (12 years)
Skyline Realty
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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