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RIA / WealthAdvisorChartered Financial Analyst24 years in industry

EGOR NICKOLAEVICH RYBAKOV

Advisor at MONTRUSCO BOLTON INVESTMENTS INC.

NEWPORT BEACH, CA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Apr 11, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MONTRUSCO BOLTON INVESTMENTS INC.
Current firm class: other adviserderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 9, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S63
First exam: Mar 9, 2002
First registration: Apr 11, 2007
Dual registered: no
Other names: EGOR N RYBAKOV
IAPD individual key: 2914794

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MONTRUSCO BOLTON INVESTMENTS INC.	Other adviser	Jan 8, 2026	n/a	yes	NEWPORT BEACH, CA	Current employment
PENSERRA GLOBAL INVESTORS LLC	Institutional manager	Nov 4, 2021	Dec 22, 2025	no	ORINDA, CA	Previous registration
BLUE ZONE GLOBAL INVESTORS	n/a	Jan 25, 2021	Sep 12, 2021	no	Newport Beach, CA	Previous registration
CURI CAPITAL, LLC	Independent wealth	Apr 18, 2016	Dec 16, 2019	no	Irvine, CA\|CHICAGO, IL	Previous registration
EDGE ASSET MANAGEMENT, INC.	Former SEC adviser	Jan 12, 2011	Mar 28, 2013	no	IRVINE, CA	Previous registration
PACIFIC INCOME ADVISERS INC	Other adviser	Mar 4, 2010	Mar 14, 2011	no	n/a	Previous registration
SANTA BARBARA ASSET MANAGEMENT, LLC	Former SEC adviser	Jul 25, 2008	Nov 24, 2008	no	LOS ANGELES, CA	Previous registration
TRADEWINDS GLOBAL INVESTORS, LLC	Former SEC adviser	Apr 11, 2007	Aug 1, 2007	no	LOS ANGELES, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PENSERRA GLOBAL INVESTORS LLC	MONTRUSCO BOLTON INVESTMENTS INC.	Dec 22, 2025	Jan 8, 2026	17	Firm change	Other
BLUE ZONE GLOBAL INVESTORS	PENSERRA GLOBAL INVESTORS LLC	Sep 12, 2021	Nov 4, 2021	53	Firm change	Other
CURI CAPITAL, LLC	BLUE ZONE GLOBAL INVESTORS	Dec 16, 2019	Jan 25, 2021	406	Firm change after gap	Other
EDGE ASSET MANAGEMENT, INC.	CURI CAPITAL, LLC	Mar 28, 2013	Apr 18, 2016	1,117	Firm change after gap	Other
PACIFIC INCOME ADVISERS INC	EDGE ASSET MANAGEMENT, INC.	Mar 14, 2011	Jan 12, 2011	-61	Firm change after gap	Other
SANTA BARBARA ASSET MANAGEMENT, LLC	PACIFIC INCOME ADVISERS INC	Nov 24, 2008	Mar 4, 2010	465	Firm change after gap	Other
TRADEWINDS GLOBAL INVESTORS, LLC	SANTA BARBARA ASSET MANAGEMENT, LLC	Aug 1, 2007	Jul 25, 2008	359	Firm change	Other

Relationships

Registered with (8)

→ MONTRUSCO BOLTON INVESTMENTS INC.Registered adviserregistration: current employment
Jan 8, 2026 to presentfactForm ADV
→ PENSERRA GLOBAL INVESTORS LLCRegistered adviserregistration: previous registration
Nov 4, 2021 to Dec 22, 2025factForm ADV
→ BLUE ZONE GLOBAL INVESTORSRegistered adviserregistration: previous registration
Jan 25, 2021 to Sep 12, 2021factForm ADV
→ CURI CAPITAL, LLCRegistered adviserregistration: previous registration
Apr 18, 2016 to Dec 16, 2019factForm ADV
→ EDGE ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Jan 12, 2011 to Mar 28, 2013factForm ADV
→ PACIFIC INCOME ADVISERS INCRegistered adviserregistration: previous registration
Mar 4, 2010 to Mar 14, 2011factForm ADV
→ SANTA BARBARA ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jul 25, 2008 to Nov 24, 2008factForm ADV
→ TRADEWINDS GLOBAL INVESTORS, LLCRegistered adviserregistration: previous registration
Apr 11, 2007 to Aug 1, 2007factForm ADV

Dated events

Occurred
Dec 22, 2025
Advisor changed firm
Egor Nickolaevich Rybakov left Penserra Global Investors Llc for Montrusco Bolton Investments Inc. (registered 2026-01-08)
Form ADVobserved 6 days ago