Maria
Pyatigorsky
Wetherby Asset Management
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About this Advisor
Maria Pyatigorsky is a chartered financial analyst working in San Francisco, California with 4 years of relevant experience. Pyatigorsky currently works for Wetherby Asset Management. Their career trajectory has included roles at Wetherby Asset Management. Pyatigorsky can work in California. Wetherby Asset Management is a firm operating out of San Francisco, CA. The company has offices in three locations and a total of 89 people on staff. It manages $7 billion in total assets across its 3,790 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises nine charitable organizations. Of its 3,790 accounts, 89% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fee schedules typically vary depending on the type of services provided. However, fees charged by Wetherby Asset Management may include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wetherby Asset Management Brokerage Details
$6,531,453,415
89
3,790
$1,723,339
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Maria Pyatigorsky Work History
Maria has been registered as a financial advisor for 4 years.*
Wetherby Asset Management
Wetherby Asset Management
Wetherby Asset Management
Wetherby Asset Management
*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 Maria Pyatigorsky 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 Wetherby Asset Management
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
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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