Dylan Yerelekian (CRD# 7605268) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in Santa Monica, CA and has 1 year of experience in the finance industry.
CRD# 2619073
Wedbush Securities Inc.
CRD# 1343922
Virtue Capital Management, LLC
CRD# 3250900
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Unionbanc Investment Services | Santa Monica, CA | Sep 2023 - Current | < 1 |
| U.s. Bancorp Investments, Inc. | Beverly Hills, CA | May 2023 - Sep 2023 | < 1 |
| U.s. Bank | Beverly Hills, CA | May 2023 - Sep 2023 | < 1 |
| Union Bank | Beverly Hills, CA | Jun 2022 - May 2023 | < 1 |
| Union Bank | Santa Monica, CA | Sep 2021 - May 2022 | < 1 |
| University Of California, Riverside | Riverside, CA | Apr 2019 - Sep 2021 | 2 |
| Union Bank | 20th And Wilshire, CA | Aug 2020 - Aug 2021 | 1 |
| Union Bank | Studio City, CA | Apr 2017 - Sep 2019 | 2 |
| Los Angeles Valley College | Valley Glen, CA | Feb 2017 - Aug 2019 | 2 |
| Three Hands Corp. | Sylmar, CA | Sep 2015 - Jan 2017 | 1 |
| Notre Dame | Sherman Oaks, CA | Feb 2011 - Sep 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2023 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2023 |
- AZ
- CA
- MI
- NY
- TX
- WA
-
Total Assets Under Management1,387MILLIONS
-
Total Number of Accounts3,901ACCOUNTS
-
Average Account Value$355,591
- A percentage of assets under your management
- 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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.