Dejan Dimitrijevic
Professional summary
Dejan Dimitrijevic, who also goes by Dan Dimitrijevic, Dan Dimitrijevic, Dejan Dimitrijevic, is a registered financial advisor currently at CAPITAL ADVISORS, INC. located in Austin, Texas.
Dejan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Dejan has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Dejan Dimitrijevic's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 30, 2023 - Present
CAPITAL ADVISORS, INC.
Office #1: 11501 Alterra Parkway Suite 440, Austin, TX 78758March 11, 2019 - May 25, 2023
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
March 11, 2019 - May 25, 2023
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
February 27, 2018 - January 3, 2019
TD AMERITRADE, INC.
February 26, 2018 - January 3, 2019
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
February 26, 2018 - January 3, 2019
TD AMERITRADE, INC.
June 16, 2016 - February 26, 2018
SCOTTRADE INVESTMENT MANAGEMENT
July 11, 2001 - February 26, 2018
SCOTTRADE, INC.
Primary Firm SEC Registration
CAPITAL ADVISORS, INC.
CRD#: 104643 / SEC#: 801-14050
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/6/2023)
(6/30/2023)
Exams
Current Firm
CAPITAL ADVISORS, INC.
CRD#: 104643 / SEC#: 801-14050
Contact information
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 7,297 |
| AUM (Assets Under Management) | $ 6,146,880,645 |
Red Flags
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