Dmitry YusimCRD Number: 6124497
Current Firm: Waddell & Reed
Dmitry Yusim (CRD# 6124497) is an Investment Advisor Representative working at Waddell & Reed in Bellevue, WA and has over 4 years of experience in the finance industry.
Brighton Jones LLC
|Waddell & Reed, Inc.||Bellevue, WA||Mar 2015 - Current||3|
|Various Insurance Carriers For W & R Insurance Agencies||Kent, WA||Mar 2015 - Current||3|
|Boys And Girls Club||Bellevue, WA||Jan 2012 - Current||6|
|Edward Jones||St Louis, MO||Dec 2013 - Jan 2015||1|
|Edward Jones||St Louis, MO||Oct 2012 - Apr 2013||< 1|
|Key Bank||Bellevue, WA||Dec 2011 - Oct 2012||< 1|
|Wells Fargo Bank||Kirkland, WA||Oct 2008 - Dec 2011||3|
|Unemployed||Bellevue, WA||Jul 2008 - Oct 2008||< 1|
|Wamu||Renton, WA||Jun 2007 - Jul 2008||1|
|Key Bank||Renton, WA||Jul 2005 - Jun 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2013|
|S66||NASAA Uniform Combined State Law Examination||Oct 2013|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
- Employer Dispute
Total Assets Under Management19,057MILLIONS
Total Number of Accounts153,035ACCOUNTS
Average Account Value$124,526
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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