Evelyn Zuk

DESTINATION WEALTH MANAGEMENT

Walnut Creek, CA 94597

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CRD#: 7713280

Professional summary

Evelyn Zuk, who also goes by Evelyn Lukianuk, is a registered financial advisor currently at DESTINATION WEALTH MANAGEMENT located in Walnut Creek, California.

Evelyn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Evelyn has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Evelyn Lukianuk

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.

EVELYN LUBIANUK /CPA ZUK COMPANY, INC. DBA PRIME ACCOUNT LLC CATEGORY: CPA INVESTMENT RELATED: NO TITLE: SOLE OWNER OF CPA PRACTICE DUTIES: OFFERING TAX FILING SERVICES START DATE: 04/01/2017 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: O

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Evelyn Zuk'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

August 5, 2025 - Present

DESTINATION WEALTH MANAGEMENT

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

RIA

CRD#: 110365

Walnut Creek, CA

Past

January 24, 2025 - February 13, 2025

OSAIC WEALTH, INC.

RIA

CRD#: 23131

GLASTONBURY, CT

Past

January 24, 2025 - February 13, 2025

OSAIC WEALTH, INC.

CRD#: 23131

GLASTONBURY, CT

Past

June 14, 2024 - January 24, 2025

OSAIC FA, INC.

RIA

CRD#: 3978

GLASTONBURY, CT

Past

June 14, 2024 - January 24, 2025

OSAIC FA, INC.

CRD#: 3978

GLASTONBURY, CT

Past

September 20, 2023 - March 26, 2024

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

Hartford, CT

Past

August 9, 2023 - March 26, 2024

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

Hartford, CT

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
(8/5/2025)

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 66

Date: 8/25/2023

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/9/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 6/20/2023

Securities Industry Essentials 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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Firm Stability Insights

Evelyn Zuk

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Evelyn Zuk's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

OSAIC FA, INC.

OSAIC FA, INC.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

DESTINATION WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 8/25/2023

Series 7TO

Date: 8/9/2023

SIE

Date: 6/20/2023

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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