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Aleksandr R. Dyo
SMART PORTFOLIO
BREA, CA 92821
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CRD#: 4660824
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Aleksandr Revmirovich DyoSMART PORTFOLIO
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.
At a Glance
Always Fiduciary
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.
RGL Group Insurance and Financial Services, Inc. DBA Gideon Advisers; IR: Yes; Los Angeles CA; Description: wholesale insurance agency providing fixed life and annuity insurance carriers' contracts to independent insurance agents/agencies; Title: principal; Responsibilities: maintain books, carrier contracts; Start date: 2016-01-01;hrs during trading hrs:10;hrs outside trading hrs:10. EmpowerOpportunity Zone Fund LLC; IR: Yes; Los Angeles CA; Description: to originate, invest in and manage one or more real estate properties/ assets located in "qualified opportunity zones"; Title: managing member; Responsibilities: controlling the day-to-day management of the Fund including the acquisition, management and disposition of assets held and the selection of managers etc..; Start date: 2019-07-14; hrs during trading hrs: 10; hrs outside trading hrs:30. Empower PHX LLC; IR: Yes; Los Angeles CA; Description of the business: to originate, invest in and manage one or more real estate properties/assets located in "qualified opportunity zones"; Title: managing member; Responsibilities: day-to-day management of the project; Start date: 2019-07-14; hrs during trading hrs: 10; hrs outside trading hrs: 30. LifeXcel LLC; IR: Yes; Los Angeles CA; Description: Administration of the Life Settlements; Title: Managing Director; Responsibilities: Management; Start date: 2019-04-01; hrs during trading hrs: 20; hrs outside trading hrs: 20. EMPWR GROUP, INC.; IR: Yes; Los Angeles, CA; Description of the business: Holding Company; Title: Chairman; Responsibilities: Management; Start date: 2020-02-03; hrs during trading hrs: 1; hrs outside trading hrs: 2. EMPWR Business Services, Inc.; IR: Yes; Los Angeles, CA; Description of the business: Payroll and Employee Benefits for affiliated companies; Title: President; Responsibilities: Management; Start date: 2020-03-09; hrs during trading hrs: 10; hrs outside trading hrs:10. EcoBuilders, Co.; IR: Yes; Los Angeles, CA; Description: Automated construction of wall panels; Title: President; Responsibilities: Management; Start date: 2019-08-09; hrs during trading hrs: 10; hrs outside trading hrs: 10. WEALTH EXCEL, LLC.; IR: Yes; Los Angeles, CA; Description: Financial Consulting and Advisory; Title: Managing Director; Management; Start date: 2020-05-07; Hours during trading hours: 12; Hours outside trading hours: 12. Empower Management, LLC (DBA: Oasis Hotel Palm Springs); IR: No; Los Angeles, CA; Description: a real estate management company, specializing in hospitality and multi-family apartment projects; Title: Manager; Responsibilities: Management; Start date: 2021-04-15; Hours during trading hours: 30; hours outside trading hours: 20. Kingdom Impact Capital, LLC; IR: Yes; Los Angeles, CA, entity is general partner of a private fund, Empower Opportunity Zone Fund; Part Owner; Start date: July 2018; Hours during trading hours: 10; hours outside of trading hours: 0.
CRS (Client Relationship Summary) - RIA
Click below to view Aleksandr Revmirovich Dyo's 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®
NoneExperience
Current
January 3, 2025 - Present
SMART PORTFOLIO
Office #1: 3230 E. Imperial Highway Suite 300, Brea, CA 92821RIA
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
BD
CRD#: 148733
LOS ANGELES, CA
Past
February 13, 2004 - July 27, 2011
NYLIFE SECURITIES LLC
BD
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".
SP
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)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
SP
SMART PORTFOLIO
SMART PORTFOLIO | SMART PORTFOLIO LLC
CRD#: 324633 / SEC#: 801-127212
RIA
Registered Investment Advisory firm - (1/19/2023 Approved)Loading...
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
2
SEC notice filing (1 States and Territories)
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.
