Dylan
Yerelekian
U.S. Bancorp Advisors, LLC
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About this Advisor
Dylan Yerelekian is a financial advisor based in Santa Monica, California, working with U.S. Bancorp Advisors, LLC. Dylan has previously held positions at Three Hands Corp, Union Bank, Notre Dame, University Of California, Riverside, Los Angeles Valley College, U.S. Bancorp Investments, Inc, U.S. Bank, and Unionbanc Investment Services. Dylan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Arizona, California, Michigan, New York, Texas, and Washington. Currently, Dylan is part of U.S. Bancorp Advisors, LLC, which operates out of Santa Monica, California. The firm has 203 offices and 238 employees. The firm manages assets totaling $1.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at U.S. Bancorp Advisors, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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U.S. Bancorp Advisors, LLC Brokerage Details
$1,387,160,512
238
3,901
$355,591
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Dylan Yerelekian Work History
Unionbanc Investment Services
U.S. Bancorp Investments, Inc
U.S. Bank
Union Bank
Union Bank
Union Bank
University Of California, Riverside
Union Bank
Los Angeles Valley College
Three Hands Corp
Notre Dame
Disclosures
Please visit the SEC profile of Dylan Yerelekian to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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