Kudakwashe
Chinyanya
Unionbanc Investment Services, LLC
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About this Advisor
Kudakwashe Chinyanya is a financial advisor who works in Tempe, Arizona with a total of 3 years of industry experience. Chinyanya is on the advisory team at Unionbanc Investment Services, LLC. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Arvato Bertelsmann, Sterling Investment, Hawaii Pacific University, Semester At Sea, Bank Of The West, Bancwest Investment Services, Inc and Unionbanc Investment Services. Chinyanya holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Arizona, California and Texas. Unionbanc Investment Services, LLC is a registered investment firm operating out of Glendale, CA. The investment advisory business has offices in 203 locations and a total of 388 people on staff. It handles $2 billion in assets under management between its 4,542 client accounts, making it one of the largest firms in the United States by assets under management. The firm provides financial advice to four charitable organizations. Of its 4,542 customer accounts, just 8% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Unionbanc Investment Services, LLC has a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors typically depend on the type of financial services offered. However, fee types billed by Unionbanc Investment Services, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Unionbanc Investment Services, LLC Brokerage Details
$1,473,263,990
388
4,542
$324,365
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Kudakwashe Chinyanya Work History
Kudakwashe has been registered as a financial advisor for 3 years.*
Unionbanc Investment Services
Bank Of The West
Bancwest Investment Services, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Arvato Bertelsmann
Sterling Investment
Hawaii Pacific University
Semester At Sea
Hawaii Pacific University
Hawaii Pacific University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kudakwashe Chinyanya to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Unionbanc Investment Services, LLC
Tempe, AZ
San Diego, CA
Glendale, CA
Torrance, CA
Los Angeles, CA
Los Angeles, CA
San Francisco, CA
Seattle, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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