Malena R. Yatim

DESTINATION WEALTH MANAGEMENT

Walnut Creek, CA 94597

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CRD#: 5508942

Professional summary

Malena Rose Hassan Yatim is a registered financial advisor currently at DESTINATION WEALTH MANAGEMENT located in Walnut Creek, California.

Malena is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Malena has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 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 Malena Rose Hassan Yatim'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

November 20, 2018 - Present

DESTINATION WEALTH MANAGEMENT

Office #1: 1255 Treat Boulevard Suite 900, Walnut Creek, CA 94597

RIA

CRD#: 110365

Walnut Creek, CA

Past

March 19, 2014 - October 2, 2015

PROTECTED INVESTORS OF AMERICA

CRD#: 6082

WALNUT CREEK, CA

Past

October 7, 2013 - January 24, 2014

FSC SECURITIES CORPORATION

CRD#: 7461

SAN RAMON, CA

Past

August 2, 2013 - August 22, 2013

FSC SECURITIES CORPORATION

CRD#: 7461

SAN RAMON, CA

Past

July 27, 2011 - May 23, 2012

LPL FINANCIAL LLC

CRD#: 6413

BERKELEY, 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".

DESTINATION WEALTH MANAGEMENT

DESTINATION WEALTH MANAGEMENT | YCMNET ADVISORS | QUALITY PENSION MANAGEMENT

CRD#: 110365 / SEC#: 801-53077

RIA

Registered Investment Advisory firm - (10/11/1996 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
(11/20/2018)

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: 11/19/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/15/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/2/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/26/2011

General Securities Representative Examination

Current Firm

DESTINATION WEALTH MANAGEMENT

DESTINATION WEALTH MANAGEMENT | YCMNET ADVISORS | QUALITY PENSION MANAGEMENT

CRD#: 110365 / SEC#: 801-53077

RIA

Registered Investment Advisory firm - (10/11/1996 Approved)

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Contact information

Main Address

1255 Treat Boulevard Suite 900, Walnut Creek, CA 94597

Mailing Address

Phone number

(925) 935-2900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (28 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DESTINATION WEALTH MANAGEMENT, ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	5,732
AUM (Assets Under Management)	$ 4,145,050,618

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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Malena R. Yatim

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Malena Rose Hassan Yatim's CRS (Customer Relationship Summary).

Certified licenses

Experience

PROTECTED INVESTORS OF AMERICA

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

LPL FINANCIAL LLC

Primary Firm SEC Registration

DESTINATION WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 11/19/2018

Series 63

Date: 5/15/2014

SIE

Date: 10/2/2015

Series 7

Date: 7/26/2011

Current Firm

DESTINATION WEALTH MANAGEMENT

Contact information

SEC notice filing (28 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DESTINATION WEALTH MANAGEMENT

TRUST BUT VERIFY

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