Oksana
Yuzefovich
Silicon Valley Capital Partners, L.P
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About this Advisor
Oksana Yuzefovich is a financial advisor based in San Jose, California, with a total of 2 years of industry experience. Yuzefovich is currently employed by Silicon Valley Capital Partners, L.P. Throughout their career, they have worked at Fidelity Brokerage Services LLC, Fidelity Personal And Workplace Advisors and Silicon Valley Capital Partners, L.P. Yuzefovich maintains Series 66 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in California. Silicon Valley Capital Partners, L.P is a financial advisory business operating out of San Jose, CA. It handles $634 million in assets among its 1,300 client accounts, making it one of the bigger investment advisory firms in the nation by assets under management. Of its 1,300 client accounts, 52% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The firm provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fees largely vary depending on the type of services offered. However, fee types billed by Silicon Valley Capital Partners, L.P typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Silicon Valley Capital Partners, L.P Brokerage Details
$634,230,785
6
1,300
$487,870
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Oksana Yuzefovich Work History
Oksana has been registered as a financial advisor for 2 years.*
Silicon Valley Capital Partners, L.P
Fidelity Personal And Workplace Advisors
Fidelity Brokerage Services LLC
*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 Oksana Yuzefovich 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 Silicon Valley Capital Partners, L.P
San Jose, CA
San Jose, CA
San Jose, CA
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