Aleksandr R. Dyo

SMART PORTFOLIO

BREA, CA 92821

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CRD#: 4660824

Professional summary

Aleksandr Revmirovich Dyo is a registered financial advisor currently at SMART PORTFOLIO located in Brea, California.

Aleksandr is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Aleksandr has worked at 4 firms and has passed the Series 65, Series 63 and Series 6 exams.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aleksandr Revmirovich Dyo'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®

None

Experience

Current

January 3, 2025 - Present

SMART PORTFOLIO

Office #1: 3230 E. Imperial Highway Suite 300, Brea, CA 92821

RIA

CRD#: 324633

BREA, CA

Past

February 10, 2023 - December 31, 2024

SMART PORTFOLIO

RIA

CRD#: 324633

Sacramento, CA

Past

January 10, 2017 - May 22, 2023

PROFECTUS WEALTH MANAGEMENT

RIA

CRD#: 166482

LOS ANGELES, CA

Past

November 7, 2011 - November 16, 2012

CAPITAL SYNERGY PARTNERS

CRD#: 148733

LOS ANGELES, CA

Past

February 13, 2004 - July 27, 2011

NYLIFE SECURITIES LLC

CRD#: 5167

LOS ANGELES, 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".

SMART PORTFOLIO

SMART PORTFOLIO | SMART PORTFOLIO LLC

CRD#: 324633 / SEC#: 801-127212

RIA

Registered Investment Advisory firm - (1/19/2023 Approved)

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
(1/3/2025)

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: 1/10/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/4/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 2/11/2004

Investment Company Products/Variable Contracts Representative Examination

Current Firm

SMART PORTFOLIO

SMART PORTFOLIO | SMART PORTFOLIO LLC

CRD#: 324633 / SEC#: 801-127212

RIA

Registered Investment Advisory firm - (1/19/2023 Approved)

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Contact information

Main Address

3230 E. Imperial Highway Suite 300, Brea, CA 92821

Mailing Address

Phone number

(858) 898-8000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SMART PORTFOLIO BROCHURE (1/22/2026)

SMART PORTFOLIO BROCHURE SUPPLEMENT (12/22/2025)

Regulatory assets under management

Total Number of Accounts	60
AUM (Assets Under Management)	$ 44,132,000

Red Flags

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

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Aleksandr R. Dyo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aleksandr Revmirovich Dyo's CRS (Customer Relationship Summary).

Certified licenses

Experience

SMART PORTFOLIO

PROFECTUS WEALTH MANAGEMENT

CAPITAL SYNERGY PARTNERS

NYLIFE SECURITIES LLC

Primary Firm SEC Registration

SMART PORTFOLIO

State Registrations and Notice Filings

Exams

Series 65

Date: 1/10/2017

Series 63

Date: 3/4/2004

Series 6

Date: 2/11/2004

Current Firm

SMART PORTFOLIO

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SMART PORTFOLIO

TRUST BUT VERIFY

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