![Omar Chyou, financial advisor Walnut Creek CA](/img/ws/profile-blank-sq.png)
Omar Chyou (CRD# 2852698) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Walnut Creek, CA and has over 23 years of experience in the finance industry.
![William Browne, financial advisor Walnut Creek CA](/img/ws/profile-blank-sq.png)
CRD# 4461199
Monetary Management Corporation
![Scott Yi, financial advisor Walnut Creek CA](/img/ws/profile-blank-sq.png)
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
Company Name | Location | Dates | Years |
---|---|---|---|
Bank Of America, N.a. | Walnut Creek, CA | Feb 2023 - Current | 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Walnut Creek, CA | Jan 2023 - Current | 1 |
Unionbanc Investment Services | San Francisco, CA | Aug 2020 - Jan 2023 | 2 |
Mufg Union Bank | San Jose, CA | Jul 2020 - Jan 2023 | 2 |
Qualified Planning | San Diego, CA | Apr 2020 - Jun 2020 | < 1 |
Self Employed | Broomfield, CO | Sep 2019 - Jun 2020 | < 1 |
First Western Trust | Denver, CO | Jun 2017 - Sep 2019 | 2 |
U.s. Bank Private Wealth Management | San Francisco, CA | Apr 2012 - Jun 2017 | 5 |
U.s. Bancorp Investments, Inc. | San Francisco, CA | Apr 2012 - Jun 2017 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2001 |
S63 | Uniform Securities State Law Examination | May 2020 |
S65 | NASAA Investment Advisors Law Examination | Jun 2020 |
- CA
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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