Ksenia Y. Yudina

MOSTT

SHERMAN OAKS, CA 91423

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CRD#: 5558318

Professional summary

Ksenia Y Yudina, who also goes by Ksenia Yudina, is a registered financial advisor currently at MOSTT INC. located in Sherman Oaks, California.

Ksenia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Ksenia 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

Ksenia Yudina

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.

Airbnb rental. This is not investment-related. Duties include owning the property and using the Airbnb platform to manage rentals. Approximate hours per month devoted is 10 hours a month. There are no hours devoted during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ksenia Y Yudina'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

July 25, 2024 - Present

MOSTT INC.

Office #1: 14140 Ventura Blvd. Ste 208, Sherman Oaks, CA 91423

RIA

CRD#: 332063

SHERMAN OAKS, CA

Past

March 9, 2021 - November 9, 2023

UNEST ADVISERS, LLC

RIA

CRD#: 308125

NORTH HOLLYWOOD, CA

Past

May 14, 2018 - June 10, 2020

U-NEST HOLDINGS, LLC

RIA

CRD#: 294806

NORTH HOLLYWOOD, CA

Past

July 31, 2008 - December 31, 2008

WORLD GROUP SECURITIES, INC.

CRD#: 114473

WOODLAND HILLS, 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".

MOSTT INC.

CRD#: 332063 / SEC#: 801-130806

RIA

Registered Investment Advisory firm - (7/25/2024 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
(7/25/2024)

IAR

Texas
(12/10/2024)

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: 9/9/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/12/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 7/30/2008

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MOSTT INC.

CRD#: 332063 / SEC#: 801-130806

RIA

Registered Investment Advisory firm - (7/25/2024 Approved)

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Contact information

Main Address

14140 Ventura Blvd. Ste 208, Sherman Oaks, CA 91423

Mailing Address

Phone number

(310) 923-0363

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MOSTT INC. ADV BROCHURE (3/11/2025)

Regulatory assets under management

Total Number of Accounts	30
AUM (Assets Under Management)	$ 2,415

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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Ksenia Y. Yudina

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ksenia Y Yudina's CRS (Customer Relationship Summary).

Certified licenses

Experience

MOSTT INC.

UNEST ADVISERS, LLC

U-NEST HOLDINGS, LLC

WORLD GROUP SECURITIES, INC.

Primary Firm SEC Registration

MOSTT INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/9/2008

Series 63

Date: 8/12/2008

Series 6

Date: 7/30/2008

Current Firm

MOSTT INC.

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MOSTT INC.

TRUST BUT VERIFY

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