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Yuritzi K Chavez

Advisor at Merrill — Sun Valley, CA Sunland Blvd

Updated today

Credentials

Series 66, Series 63

Experience

3 years

Location

Sun Valley, CA 91352

Merrill logo

Merrill

Institution

Total advisors

25,562

Across 3,167 offices

Clients per advisor

70 Very Low

Avg AUM per client

$860,085 Very High

HNW client ratio

29% High

About

Yuritzi Chavez is a financial advisor at Merrill with Series 66 and Series 63 licenses and three years of industry experience. Prior to joining Merrill and Bank of America in 2026, she worked at J.P. Morgan Securities and JPMC Bank NA. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Client services

Based on Merrill

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Expertise

Based on Merrill

Tax-loss harvesting Active portfolio management Wealth management

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Fee options

Commissions

SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.

Location

See office

Sun Valley, CA Sunland Blvd

8888 Sunland Blvd

Sun Valley CA 91352

Advisors at this office

1

Most active in

California · Texas

Work history

3 years of industry experience

Bank of America, N.A.

2026 - Present • 1 year

Encino, CA

Merrill

2026 - Present • 1 year

Encino, CA

J.P. Morgan Securities

2023 - 2026 • 3 years

Sun Valley, CA

JPMC BANK NA (Southwest)

2023 - 2026 • 3 years

Sun Valley, CA

Wells Fargo Clearing Services LLC

2022 - 2023 • 1 year

Montebello, CA

Wells Fargo NA

2022 - 2023 • 1 year

Montebello, CA

JPMC BANK NA (Southwest)

2020 - 2022 • 2 years

Sun Valley, CA

Amazon

2019 - 2020 • 1 year

Pasadena, CA

Ross Stores, Inc.

2019 - 2019 • 1 year

Dublin, CA

Unemployed

2018 - 2019 • 1 year

Pasadena, CA

Target

2018 - 2018 • 1 year

Pasadena, CA

Unemployed

2013 - 2018 • 5 years

Pasadena, CA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Drew F

Series 65

Los Angeles, CA

Wideframe Wealth

Drew Feldman is the founder of WideFrame Wealth in Los Angeles, serving nationwide. He is an Accredited Portfolio Management Advisor™ and holds a Series 65 designation. Flat fee, fee only.

General tax planning Equity compensation tax strategy Factor investing / smart beta Entity structure planning (LLC, S-Corp) Retirement plans for business owners (SEP, solo 401k) Artists or Creative Self-Employed Founder/Business Owner Real Estate Professional HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
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Sevada Z

Series 66

Burbank, CA

LPL Financial

Sevada Zadooryan is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and has worked at several firms including Mechanics Bank, CUSO Financial Services, J.P. Morgan Securities, and Bank of America. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Joo Hong K

Series 63, Series 65

Los Angeles, CA

Solomon Investment Consulting, Inc.

Joo Hong Kim is a financial advisor at Solomon Investment Consulting, Inc. in Los Angeles, CA, with 25 years of industry experience. He has held roles at the Asian Pacific American Dispute Resolution Center and the Pacific Business Exchange Golf Club. Kim holds Series 63 and Series 65 licenses. Solomon Investment Consulting is a fee-only, single-advisor registered investment adviser serving individuals, high-net-worth clients, and businesses. The firm manages approximately $27.8 million across about ten client relationships, offering discretionary and non-discretionary portfolio management and financial planning based on valuation and fundamental analysis, with a performance-based fee option available to qualified clients.

Active portfolio management
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Dominic W

Series 65

Los Angeles, CA

MDW Capital Management Corp.

Dominic Waechter is a financial advisor at MDW Capital Management Corp. in Los Angeles, holding a Series 65 designation with three years of industry experience. He has worked at Hammelman Capital Management LLC and currently maintains roles in accounting at DLD Accountancy, LLP, and in real estate brokerage and property management. In addition to his advisory work, Waechter is a licensed life insurance agent. MDW Capital Management Corp serves individual and high-net-worth clients through a single-advisor practice that oversees approximately $12.5 million in assets. The firm employs a referral and oversight model, matching clients with third-party discretionary managers and monitoring those externally managed portfolios without directly trading client accounts.

Wealth management
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Ryan M

CFP®, Series 66

Pasadena, CA

Derive Wealth

Ryan Miyamoto is a CFP® with 21 years of industry experience and currently operates as the sole advisor at Derive Wealth in Pasadena, CA. His prior work includes a two-year tenure at StashClass LLC before focusing on Derive Wealth since 2016. Derive Wealth provides financial planning and portfolio management services to individuals, families, high-net-worth clients, and small businesses. The firm employs a Core + Satellite investment approach using low-cost indexed funds and targeted satellite holdings, with a billing model based on fixed advisory fees rather than asset-based percentages.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General retirement planning
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Noah D

CFA®, Series 66, Series 63

Los Angeles, CA

Marina Wealth Advisors

Noah Damsky is a CFA charterholder and financial advisor with 10 years of industry experience. He is the principal of Marina Wealth Advisors, where he has worked since 2020. His prior experience includes roles at Los Angeles County Employee Retirement Association, Goldman Sachs, UCLA Anderson School of Management, T. Rowe Price, and Bessemer Trust. Marina Wealth Advisors provides investment management, financial planning, and related services to individuals, retirement plans, charitable organizations, and businesses. The firm employs a combination of fundamental and cyclical analysis, using both passive and active investment vehicles, and may incorporate derivatives and borrowing within separately managed accounts as part of its risk management process.

College savings (529s, UTMA, etc.) Retirement income strategy Debt management Wealth management General estate planning guidance
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