Yasasri Umesha Weerasuriya

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2015 → 11/2018
  Financial Advisors Network, Inc.
  Tustin, CA
• 12/2018 → 02/2021
  Fidelity Brokerage Services Llc
  Irvine, CA
• 02/2021 → 10/2021
  Unemployed
  Trabuco Canyon, CA
• 11/2021 → 12/2021
  Reilly Financial Advisors, Llc
  La Mesa, CA
• 12/2021 → Present
  Creative Planning, Llc
  Newport Beach, CA

Previous Registrations

• 2021-11-09 → 2022-01-03
  Reilly Financial Advisors
  La Mesa, CA
  Newport Beach, CA
• 2019-03-06 → 2021-02-16
  Fidelity Personal And Workplace Advisors
  Irvine, CA
• 2016-03-08 → 2019-01-07
  Financial Advisors Network, Inc.
  Tustin, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-02-12
• S65 Uniform Investment Adviser Law Examination
  2016-03-08

Designations

• Certified Financial Planner