Feliks Zlochistyy
Investment adviser representative at First Wilshire Securities Management, Inc.
20 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$415.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- First Wilshire Securities Management, Inc.Apr 2006 to now
Designations
- CFP® certification
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (CA).
First Wilshire Securities Management, Inc.
$415.5MAssets managed
286Clients
5Advisers
46 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5138497
- Firm CRD
- 171971