Ilya RoytmanCRD Number: 6117737
Current Firm: Fisher Investments
Ilya Roytman (CRD# 6117737) is an Investment Advisor Representative working at Fisher Investments in San Mateo, CA and has over 3 years of experience in the finance industry.
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
Altos Investments, Inc.
|Fisher Investments||Woodside, CA||Aug 2011 - Current||5|
|Unemployed||San Jose, CA||Feb 2011 - Aug 2011||< 1|
|Abs Insurance||Sunnyvale, CA||Nov 2010 - Feb 2011||< 1|
|Unemployed||Cupertino, CA||Oct 2009 - Nov 2010||1|
|National Payment Network||Menlo Park, CA||Aug 2009 - Oct 2009||< 1|
|Vast Promedia LLC||Milpitas, CA||Mar 2009 - Jun 2009||< 1|
|Webjuice LLC||Mountain View, CA||Sep 2008 - Jan 2009||< 1|
|Unemployed||Cupertino, CA||Jul 2007 - Aug 2008||1|
|Quin Street||Foster City, CA||Oct 2006 - Jul 2007||< 1|
|Nextag||San Mateo, CA||Jan 2005 - Aug 2006||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2013|
Total Assets Under Management65,442MILLIONS
Total Number of Accounts57,982ACCOUNTS
Average Account Value$1,128,654
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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
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