Dustin Lewellyn (CRD# 4211012) is an Investment Advisor Representative working at Penserra Capital Management LLC in Orinda, CA and has over 23 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Penserra Capital Management | New York, NY | May 2012 - Current | 11 |
| Penserra Securities LLC | Danville, CA | Apr 2011 - Current | 13 |
| Golden Gate Investment Consulting, LLC | San Francisco, CA | Jun 2011 - Feb 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2004 |
- CA
-
Total Assets Under Management6,706MILLIONS
-
Total Number of Accounts39ACCOUNTS
-
Average Account Value$171,948,718
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
CA, NY
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