linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Dylan Toros Yerelekian

U.s. Bancorp Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Dylan? Claim Your Profile

About Dylan Toros Yerelekian

Dylan Toros Yerelekian is a financial advisor with U.S. Bancorp Advisors, LLC, specializing in providing financial advice and portfolio management services to individuals, businesses, and charitable organizations. Dylan has a strong track record in the industry, with experience at U.S. Bancorp Investments, Inc. and UnionBanc Investment Services, LLC. Dylan is registered with the Securities and Exchange Commission (SEC) and is licensed to sell securities in 30 states. Dylan holds the Series 7TO, Series 63 and Series 66 licenses and has earned the SIE designation.

Firm Information

Dylan Yerelekian is currently registered with U.s. Bancorp Advisors, LLC. U.S. Bancorp Advisors, LLC, is a Limited Liability Company registered with the SEC and in all 50 states, as well as the Virgin Islands. Formed in 2004, the firm provides portfolio management services for individuals, businesses, and investment companies, and offers a wrap fee program. They also assist clients with the selection of other advisors. The firm currently manages over $1.38 billion in regulatory assets under management.
U.s. Bancorp Advisors, LLC

800 N. BRAND BOULEVARD

GLENDALE, CA 91203

$1.39B

Assets Under Management

Not reported

Total Clients

171

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Dylan Yerelekian’s Registration & Firm History

CA

01/11/2024 - Present

U.s. Bancorp Advisors, LLC (SANTA MONICA CA)

MN

05/26/2023 - 09/12/2023

U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)

CA

11/17/2022 - 05/26/2023

UNIONBANC INVESTMENT SERVICES, LLC (BEVERLY HILLS CA)

Not sure if Dylan Toros Yerelekian is right for you?

Licenses & Designations

BOTH

Issued 12/21/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/09/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/08/2023

Series 7TO - General Securities Representative Examination

BC

Issued 11/17/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 07/11/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dylan Toros Yerelekian.
Not sure if Dylan Toros Yerelekian is right for you?