Yulya StewartCRD Number: 7026008
Current Firm: The Clarius Group, LLC
Yulya Stewart (CRD# 7026008) is an Investment Advisor Representative working at The Clarius Group, LLC in Seattle, WA and has over 3 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Sitka Pacific Capital Management, LLC
|The Clarius Group, LLC||Seattle, WA||Feb 2019 - Current||3|
|The Pacific Financial Group||Bellevue, WA||Oct 2012 - Jan 2019||6|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2019|
Total Assets Under Management3,444MILLIONS
Total Number of Accounts809ACCOUNTS
Average Account Value$4,256,495
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, TX, WA
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