Steven Dymant

from Steelpeak Wealth, LLC
SEC regulated
Regulated Investment Advisor
Steven Dymant is a financial advisor based in California, Woodland Hills, with 36 years of experience. Steven currently works for Steelpeak Wealth, LLC. Steven maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Steven Dymant works at Steelpeak Wealth, LLC
Steelpeak Wealth, LLC is a financial advisory firm based in Woodland Hills, California. It currently has approximately $1,871,745,378 of assets under management and employs about 37 people. Steelpeak Wealth, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
3 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
21650 Oxnard Street, Suite 2300, Woodland Hills, California, 91367

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