Ksenia Yudina is a CFA-designated registered investment advisor at Mostt INC., based in Sherman Oaks, CA, with 6 years of industry experience. Ksenia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management. Their firm serves 1,230 clients with $250K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mostt Inc. charges a membership fee for using their mobile app, which includes investment advisory services. You can choose to pay $4.99 monthly or $49.99 annually, payable in advance. There is also a lifetime membership option for a one-time fee of $149.99. The minimum initial and subsequent deposits are $25.00.
Location
14140 Ventura Blvd., Ste 201, Sherman Oaks, CA, 91423
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Regulatory History
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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Ksenia owns a property and manages rentals through Airbnb. This activity is not investment-related and takes a few hours per week.
Employment History
Current Registrations
Mostt INC.
Previous Registrations
Unest Advisers, LLC
U-Nest Holdings, LLC
State Registrations2 states
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.