Dmitri Evseev
Professional Summary
Dmitri Evseev, who also goes by Dmitri Eguer, is a registered financial advisor currently at PICTET OVERSEAS INC.. Dmitri is registered as a RR (Registered Representative) and started their career in finance in 2016. Dmitri has worked at 1 firm and has passed the Series 63, SIE and Series 38 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Dmitri Eguer
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
Years of Experience
10 years in the financial services industry
Current & Past Employments
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
Current Firm
PICTET OVERSEAS INC.
Contact Information
Main Address
1000 De La Gauchetiere West Suite 3100, Montreal, Qc, H3B 4W5Mailing Address
1000 De La Gauchetiere West Suite 3100, Montreal, Qc, H3B 4W5Phone Number
(514) 288-8161Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| SOPAFIN SA | DIRECT OWNER | — |
| ARIAS, OMAR ALEXEI | HEAD OF AGENCY TRADING | 5732508 |
| BAHADOOR, NITISH RAJ NMN | PRINCIPAL OPERATIONS OFFICER | 7779149 |
| HAMID, ERIC JEAN-PAUL | CHIEF EXECUTIVE OFFICER (AMERICAS) & DIRECTOR | 5301753 |
| LA SALA, GASPARE NMN | DIRECTOR | 7275103 |
| MATISOFF, KIMBERLY DORMAN | CHIEF COMPLIANCE OFFICER | 5982741 |
| PETIT, GRÉGORY ANDRÉ ROGER | DIRECTOR | 7275081 |
| RUST, LAURENT MARC | CHIEF FINANCIAL OFFICER, CHIEF OF STAFF, PRINCIPAL FINANCIAL OFFICER, CORPORATE SECRETARY, FIN-OP | 7854583 |
Disclosures
Regulatory Event
3Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
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.
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
State Registrations and Notice Filings
(5/30/2016)
(5/30/2016)
(5/30/2016)
(5/30/2016)
(5/30/2016)
(5/30/2016)
(5/30/2016)
(5/30/2016)
(5/30/2016)
(5/30/2016)
(5/30/2016)
(5/30/2016)
(5/30/2016)
(5/30/2016)
(5/30/2016)
(5/30/2016)
(5/30/2016)
(5/30/2016)
(5/30/2016)
(5/30/2016)
(5/30/2016)
(5/30/2016)
(5/30/2016)
(5/30/2016)
(5/30/2016)
(5/30/2016)
(5/30/2016)
(5/30/2016)
(5/30/2016)
(5/30/2016)
(5/30/2016)
(5/30/2016)
(5/30/2016)
(5/31/2016)
(5/30/2016)
(5/31/2016)
(5/30/2016)
(5/30/2016)
(5/30/2016)
(5/30/2016)
(5/30/2016)
(5/30/2016)
(5/30/2016)
(5/30/2016)
(5/30/2016)
(5/30/2016)
(5/30/2016)
(5/30/2016)
(5/30/2016)
(5/30/2016)
(5/30/2016)
(5/30/2016)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 38 — Canada Module of the General Securities Registered Representative (Without Options Questions)
Passed May 2016SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
CRS (Client Relationship Summary) - BD
Click below to view Dmitri Evseev's CRS (Customer Relationship Summary).
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
