Daiana
Kelleyian

Ep Wealth Advisors

CRD#6219442
Investment Advisor
in Torrance, CA

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About this Advisor

Daiana Kelleyian is a chartered financial analyst who works out of Torrance, California, who has 4 years of relevant experience. Kelleyian works at Ep Wealth Advisors. Throughout their career, they have worked at City National Bank, Rim Securities, LLC, City National Rochdale and Ep Wealth Advisors. Kelleyian holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in California. Ep Wealth Advisors is a business headquartered in Torrance, CA. The firm has offices in 33 locations and a total of 375 people on staff. It controls $17 billion in total assets across its 32,050 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides services to 116 charitable organizations. Of its 32,050 accounts, just 4% are held by high-net-worth clients who have at least $1 million in investable assets. The company offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees for financial management typically are based on which services the firm provides the client. However, fees charged by Ep Wealth Advisors most likely are comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years Registered*

4 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

21535 Hawthorne Blvd Suite 400
Torrance, CA 90503

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Ep Wealth Advisors Brokerage Details

Total Assets Under Management

$17,057,000,000

CA Average: $7,578,581,321
Total Number of Employees

375

CA Average: 43
Total Number of Accounts

32,050

CA Average: 3,727
Average Account Size

$532,200

CA Average: $2,033,427

Investment Advisory Services

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

Daiana Kelleyian Work History

Daiana has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Ep Wealth Advisors

2012 - 2019 (7 years)

Rim Securities, LLC

2012 - 2019 (7 years)

City National Rochdale

2011 - 2019 (8 years)

City National Bank

*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 Daiana Kelleyian 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 Ep Wealth Advisors

Jason Clebowicz
Torrance, CA
Andrew Hunt
Torrance, CA
Sean Cartin
Torrance, CA
Brandon Beckner
Seattle, WA
Brett Panziera
Torrance, CA
Dallin Cutler
Salt Lake City, UT
Jonathon Matson
Phoenix, AZ
James Fitzpatrick
Torrance, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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