DB
Didya M. Bianchi
ENCOMPASS ADVISORY SERVICES
Katy, TX 77494
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CRD#: 6108557
DB
Professional summary
Didya Mercedes Bianchi, who also goes by Didya M Bianchi, Didya M Magana, Didya Mercedes Magana, is a registered financial advisor currently at ENCOMPASS ADVISORY SERVICES, LLC located in Katy, Texas.
Didya is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Didya has worked at 2 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Didya M Bianchi | Didya M Magana | Didya Mercedes Magana
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.
-ENCOMPASS ADVISORY SERVICES, LLC - 04/23 - 23114 Seven Meadows Pkwy, Katy, TX 77494 - Chief Compliance Officer, Outside RIA, Investment related, RIA, 96 hrs/mo; 48 hrs/mo (during trading hours). Ensure that their company complies with applicable laws and regulations, deliver compliance training programs, monitor and assess compliance across all business functions -INSURANCE AGENT - 8/2023 - 23114 Seven Meadows Pkwy, Katy, TX 77494 - Agent, life insurance and LTC, Not Investment Rel, Insurance business, 1 hrs/mo; 1 hrs/mo (during trading hours); Provide insurance quotes, sell life insurance and LTC products. -VENTURE REALTY, LLC- 10/2024, Not Investment related- 260 Park Ave League City, TX 77573- Real Estate Brokerage, Sales Agent, Part-time, 12 hour(s) monthly/ during trading hours: 0. Answer questions and show homes listed on MLS, help individuals locate homes and condos for lease buy and sell homes. -BIANCHI HOME INSPECTIONS LLC - 04/2022, not Investment related, 26B W SHADY LN. Houston, Texas 77063- Residential Home inspections, Owner and Business Manager- 48 hour(s) monthly/ during trading hours: 0. Answer phone, book appointments, review marketing strategies, and examine financial statements.
CRS (Client Relationship Summary) - RIA
Click below to view Didya Mercedes Bianchi'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
May 11, 2023 - Present
ENCOMPASS ADVISORY SERVICES, LLC
Office #1: 23114 Seven Meadows Parkway, Katy, TX 77494RIA
CRD#: 283574
Katy, TX
Past
February 2, 2016 - April 19, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
HOUSTON, TX
Past
October 26, 2015 - April 19, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
HOUSTON, TX
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".
EA
ENCOMPASS ADVISORY SERVICES, LLC
EAS | PWM | PROSPERITAS WEALTH MANAGEMENT | ENCOMPASS ADVISORY SERVICES, LLC | ENCOMPASS ADVISORY SERVICES
CRD#: 283574 / SEC#: 801-132142
RIA
Registered Investment Advisory firm - (3/10/2025 Approved)California
Registered Investment Advisory firm - (4/12/2025 Terminated)Texas
Registered Investment Advisory firm - (3/13/2025 Termination Requested)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(9/23/2024)
IAR
Texas(5/11/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 4/24/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Current Firm
EA
ENCOMPASS ADVISORY SERVICES, LLC
EAS | PWM | PROSPERITAS WEALTH MANAGEMENT | ENCOMPASS ADVISORY SERVICES, LLC | ENCOMPASS ADVISORY SERVICES
CRD#: 283574 / SEC#: 801-132142
RIA
Registered Investment Advisory firm - (3/10/2025 Approved)California
Registered Investment Advisory firm - (4/12/2025 Terminated)Texas
Registered Investment Advisory firm - (3/13/2025 Termination Requested)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
23114 Seven Meadows Parkway, Katy, TX 77494
Mailing Address
Phone number
(281) 371-6300
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (2 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 901 |
| AUM (Assets Under Management) | $ 102,606,700 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ENCOMPASS ADVISORY SERVICES, LLC
CRD#: 283574Katy, TX 77494TRUST BUT VERIFY
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