YURIY ROYZMAN, CIMAź

Financial Advisor

Managing Director - Investments

Address: 2700 Post Oak Blvd, SUITE 900 , Houston , TX 77056
Call: 713-599-6765  |  800-654-1410    Fax: 713-599-6749
Email: Yuriy.Royzman@wellsfargoadvisors.com Compose mail in a new window

My Background

Certified Investment Management Analyst (CIMAź), Wharton School of Business. Member of the Investment Management Consultants Association (IMCAź).<br/><br/>I have been working with my clients to help protect their assets and grow their wealth through bear markets, crashes and crises since 1996.<br/><br/>My practice is built around retirement & multi-generational wealth planning, asset protection and conservative wealth management.<br/><br/>We would oversee full implementation of the plan. We strive to earn your loyalty through hard work, appropriate advice and dedication to developing a long term relationship.<br/><br/>My Associate(s): Dana Stewart, Registered Client Associate<br/> <br/>My Experience<br/>? 2017 - Present : Wells Fargo Advisors, Managing Director - Investments<br/>? 2010 - 2017 : UBS, First VP - Wealth Management<br/>? 2006 - 2010 : Morgan Stanley Smith Barney, First VP - Investments<br/>? 1996 - 2006 : Wachovia Securities, VP - Investments<br/>? 1993 - 1996 : Petro-Chem Development, Structural Engineer<br/><br/>My Education & Credentials<br/>? IMCA Certified Investment Management Analyst CIMAź - The Wharton School<br/>? Bachelor of Engineering- NYU, Polytechnic School of Engineering<br/>? PIM Portfolio Manager<br/>? One of Forbes Best-In-State Wealth Advisors for 2024, 2025<br/>2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24

2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

My Associate(s): Dana Stewart, Senior Registered Client Associate

My Education & Credentials

  • PIM Portfolio Manager
Securities Registered in the following states: AR, CA, CO, CT, DC, FL, IN, KS, KY, MA, MI, MO, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA
Insurance licensed in the following states: AR (Lic. # 3125026), CA (Lic. # 0H86408)
YURIY ROYZMAN: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Texas : Houston Branch