KV
KV

Kirill Vasilyev

5 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
16 clients
Average Client Portfolio
$252.7M average
Assets Under Management
$4.0B

Fee Structure

Minimum Investment:$5M
Financial Planning:Investment management only
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Location

101 California Street, 31st Floor, San Francisco, CA, 94111

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Kirill is a volunteer accountant for the Center For World Music in San Diego, CA, comparing budget vs. actuals and pulling data from QuickBooks. He dedicates minimal time to this non-investment related activity and receives no compensation.

Employment History
Current Registrations
Leucadia Asset Management LLC
July 2024 - Present · 1 yr 7 mos
Jefferies LLCBroker
July 2024 - Present · 1 yr 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2019 - August 2022 · 3 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2019 - August 2022 · 3 yrs 1 mo
Pacific Capital
March 2018 - June 2019 · 1 yr 3 mos
State Registrations2 states
CAFL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.