DP
Dino Presta
EVT FINANCIAL ADVISORS
Zurich, 8002
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CRD#: 5850463
DP
Professional summary
Dino Presta is a registered financial advisor currently at EVT FINANCIAL ADVISORS .
Dino is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Dino has worked at 1 firm .
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.
CRS (Client Relationship Summary) - RIA
Click below to view Dino Presta'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
March 28, 2012 - Present
EVT FINANCIAL ADVISORS
Office #1: Stockerstrasse 43, Zurich 8002RIA
CRD#: 155268
Zurich,
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".
EF
EVT FINANCIAL ADVISORS
EVT FINANCIAL ADVISORS | EVT FINANCIAL ADVISORS AG
CRD#: 155268 / SEC#: 801-71927
RIA
Registered Investment Advisory firm - (10/25/2010 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
Texas(3/28/2012)
Exams
Current Firm
EF
EVT FINANCIAL ADVISORS
EVT FINANCIAL ADVISORS | EVT FINANCIAL ADVISORS AG
CRD#: 155268 / SEC#: 801-71927
RIA
Registered Investment Advisory firm - (10/25/2010 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Stockerstrasse 43, Zurich 8002
Mailing Address
Phone number
+41 44 204 20 50
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 121 |
| AUM (Assets Under Management) | $ 400,256,293 |
Red Flags
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