Stoyan V. Panayotov

BABYLON WEALTH MANAGEMENT LLC

Walnut Creek, CA 94596

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CRD#: 4861190

Professional summary

Stoyan Veselinov Panayotov is a registered financial advisor currently at BABYLON WEALTH MANAGEMENT LLC located in Walnut Creek, California.

Stoyan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Stoyan has worked at 4 firms and has passed the Series 7 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.

Babylon Wealth Management; Investment-related; President; Began 2/2016; 120 Hours per month, 60 Hours during trading hours; provide financial planning and investment management services to individuals and families. Dunston Financial Group.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stoyan Veselinov Panayotov'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®

None

Experience

Current

May 10, 2016 - Present

BABYLON WEALTH MANAGEMENT LLC

Office #1: 1501 N. Broadway St. 204, Walnut Creek, CA 94596

RIA

CRD#: 283309

Walnut Creek, CA

Past

July 13, 2017 - July 12, 2020

INTERNATIONAL ASSET MANAGEMENT

RIA

CRD#: 123418

Menlo Park, CA

Past

December 23, 2016 - October 8, 2019

DUNSTON FINANCIAL GROUP, LLC

RIA

CRD#: 226692

Walnut Creek, CA

Past

March 12, 2007 - November 7, 2011

WELLS FARGO SECURITIES, LLC

CRD#: 126292

NEW YORK, NY

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
(5/10/2016)

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Exams

General Industry/Product Exam

Series 7

Date: 3/9/2007

General Securities Representative Examination

Current Firm

BABYLON WEALTH MANAGEMENT LLC

CRD#: 283309 / SEC#:

California

Registered Investment Advisory firm - (5/6/2016 Approved)

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Contact information

Main Address

1501 N. Broadway St. 204, Walnut Creek, CA 94596

Mailing Address

Phone number

(925) 448-9880

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	34
AUM (Assets Under Management)	$ 26,640,459

Red Flags

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

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Stoyan V. Panayotov

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stoyan Veselinov Panayotov's CRS (Customer Relationship Summary).

Certified licenses

Experience

BABYLON WEALTH MANAGEMENT LLC

INTERNATIONAL ASSET MANAGEMENT

DUNSTON FINANCIAL GROUP, LLC

WELLS FARGO SECURITIES, LLC

State Registrations and Notice Filings

Exams

Series 7

Date: 3/9/2007

Current Firm

BABYLON WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BABYLON WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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