SV
SV

Svetlana Vasilenko

6 Years of Experience
Los Angeles, CA
1 DisclosureBroker

Svetlana Vasilenko is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Los Angeles, CA, with 6 years of industry experience. Svetlana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.

Compensation
Fixed/Hourly
Firm Size
2117 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.

Loading...

Location

11111 Santa Monica Blvd, Ste 1100, Los Angeles, CA, 90025

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
April 2024
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
December 2025 - Present · 5 mos
Northwestern Mutual Investment Services, LLCBroker
December 2025 - Present · 5 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
August 2022 - May 2024 · 1 yr 9 mos
Fidelity Brokerage Services LLCBroker
April 2021 - May 2024 · 3 yrs 1 mo
Transamerica Financial Advisors, INCBroker
October 2018 - June 2019 · 8 mos
Charles Schwab & CO., INC.Broker
November 2014 - November 2016 · 2 yrs
J.P. Morgan Securities LLCBroker
March 2014 - August 2014 · 5 mos
State Registrations1 state
CA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Svetlana Vasilenko - Financial Advisor | TrueAdvisor