Yuliya
Wiss

Raymond James Financial Services Advisors, Inc

CRD#4940825
Investment Advisor
in Torrance, CA
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About this Advisor

Yuliya Wiss is a financial advisor operating in Torrance, California, with 13 years of professional experience. Wiss is currently employed by Raymond James Financial Services Advisors, Inc. Wiss has gained experience at Lumen Wealth Group LLC, Sagepoint Financial, Inc, Waddell & Reed, Inc, Raymond James Financial Services Inc, Crux Wealth Advoisors and Raymond James Financial Services Advisors, Inc. Wiss has Series 63 and Series 66 licenses, designating them as a securities agent, and can serve investors in California and Texas. Raymond James Financial Services Advisors, Inc is an advisory firm that has its headquarters in Torrance, California. The investment advisory business has offices in 2,040 locations and a total of 5,600 people on staff. It handles $81 billion in assets under management among its 280,698 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides services to 100 charities and foundations. Of its 280,698 accounts, just 7% are held by high-net-worth clients who have more than $1 million in assets. The firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fee schedules are based on which services are offered. Fee types charged by Raymond James Financial Services Advisors, Inc likely include some blend of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

19401 S Vermont Ave Suite K-100
Torrance, CA 90502

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Raymond James Financial Services Advisors, Inc Brokerage Details

Total Assets Under Management

$103,692,335,631

CA Average: $1,855,561,029
Total Number of Employees

6,224

CA Average: 62
Total Number of Accounts

343,734

CA Average: 2,474
Average Account Size

$301,664

CA Average: $750,025

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Yuliya Wiss Work History

Yuliya has 13 years of experience.

2017 - Present (2 years)

Lumen Wealth Group LLC

2017 - Present (2 years)

Raymond James Financial Services Inc

2017 - Present (2 years)

Crux Wealth Advoisors

2017 - Present (2 years)

Raymond James Financial Services Advisors, Inc

2010 - 2017 (7 years)

Waddell & Reed, Inc

2005 - 2010 (5 years)

Sagepoint Financial, Inc

Disclosures

Yuliya Wiss has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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