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Yuri Alexander Dagan

Northwestern Mutual Investment Services, LLC

Wellesley, MA

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Current Employers
Northwestern Mutual Investment Services, Llc

720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2023-05-23
  • MA RA
    APPROVED
    Since 2023-05-23

Branch Locations

93 Worcester St Ste 300, Wellesley, MA 02481 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rbc Wealth Management Boston MA 08/2017 12/2022
Morgan Stanley Boston MA 06/2013 08/2017
City National Bank Boston MA 09/2018 04/2019
Adam Riegel Wellesley MA 12/2022 Present
Northwestern Mutual Investment Services Llc Wellesley MA 12/2022 Present
Northwestern Mutual Wealth Management Company Milwaukee WI 06/2023 Present
  • 08/2017 → 12/2022
    Rbc Wealth Management
    Boston, MA
  • 06/2013 → 08/2017
    Morgan Stanley
    Boston, MA
  • 09/2018 → 04/2019
    City National Bank
    Boston, MA
  • 12/2022 → Present
    Adam Riegel
    Wellesley, MA
  • 12/2022 → Present
    Northwestern Mutual Investment Services Llc
    Wellesley, MA
  • 06/2023 → Present
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-11-08
  • S66 Uniform Combined State Law Examination
    2013-11-08
Other Names
  • Yuriy Aleksandrovich Dagaev
  • Yury Alexandrovich Dagaev
  • Yura Dagaev
  • Yuri A Dagaev
  • Yuri Alexander Dagan
  • Yuri A Dagan
  • Yuriy Dagaev
  • Yuriy Dagaev
  • Yuri A Dagan

View on SEC IAPD

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EZRA EDDIE SHAMMAY

Other Offices

PEAK FINANCIAL MANAGEMENT INC · WELLESLEY, MA
EQUITABLE ADVISORS, LLC · WELLESLEY, MA
FOCUS PARTNERS WEALTH, LLC · Wellesley, MA
FOCUS PARTNERS WEALTH, LLC · Wellessley, MA
FOCUS PARTNERS WEALTH, LLC · Wellesley, MA
FOCUS PARTNERS WEALTH, LLC · Wellelsey, MA
MORGAN STANLEY · Wellesley, MA
SLC MANAGEMENT · WELLESLEY HILLS, MA

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