Dusan T. Zachystal

INTERNATIONAL ASSET MANAGEMENT

EMERALD HILLS, CA

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CRD#: 4595081

Professional summary

Dusan Thomas Zachystal, CFP® is a registered financial advisor currently at INTERNATIONAL ASSET MANAGEMENT located in Emerald Hills, California.

Dusan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Dusan has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Tom Zachystal provides UK pension consulting services to US resident clients and may refer such clients to UK pension transfer and management firms.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dusan Thomas Zachystal's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2005

Experience

Current

February 19, 2003 - Present

INTERNATIONAL ASSET MANAGEMENT

Office #2: 411 Borel Avenue Suite 502, San Mateo, CA 94402

RIA

CRD#: 123418

EMERALD HILLS, CA

Past

June 18, 2008 - August 1, 2008

ALAN BILLER AND ASSOCIATES

RIA

CRD#: 105283

MENLO PARK, CA

Past

February 19, 2003 - March 5, 2003

INTERNATIONAL ASSET MANAGEMENT

RIA

CRD#: 123418

SAN DIEGO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INTERNATIONAL ASSET MANAGEMENT

INDIVIDUAL ASSET MANAGEMENT, INC | INTERNATIONAL ASSET MANAGEMENT

CRD#: 123418 / SEC#: 801-132369

RIA

Registered Investment Advisory firm - (4/11/2025 Approved)

California

Registered Investment Advisory firm - (3/11/2003 Approved)

Texas

Registered Investment Advisory firm - (12/12/2013 Conditional Restricted)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(2/19/2003)

IAR

Texas
(12/12/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/15/2001

Uniform Investment Adviser Law Examination

Current Firm

INTERNATIONAL ASSET MANAGEMENT

INDIVIDUAL ASSET MANAGEMENT, INC | INTERNATIONAL ASSET MANAGEMENT

CRD#: 123418 / SEC#: 801-132369

RIA

Registered Investment Advisory firm - (4/11/2025 Approved)

California

Registered Investment Advisory firm - (3/11/2003 Approved)

Texas

Registered Investment Advisory firm - (12/12/2013 Conditional Restricted)

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Contact information

Main Address

411 Borel Avenue Suite 502, San Mateo, CA 94402

Mailing Address

Po Box 1446, San Carlos, CA 94070

Phone number

(415) 358-0138

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PARTS 2A AND 2B BROCHURE (2022) (3/12/2025)

Regulatory assets under management

Total Number of Accounts	293
AUM (Assets Under Management)	$ 106,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Dusan T. Zachystal

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dusan Thomas Zachystal's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTERNATIONAL ASSET MANAGEMENT

ALAN BILLER AND ASSOCIATES

INTERNATIONAL ASSET MANAGEMENT

Primary Firm SEC Registration

INTERNATIONAL ASSET MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 8/15/2001

Current Firm

INTERNATIONAL ASSET MANAGEMENT

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INTERNATIONAL ASSET MANAGEMENT

TRUST BUT VERIFY

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