Dusan Zachystal has been CEO/CCO of Individual Asset Management since September 2002, is a control person of the firm and directly owns 75% or more of it. Dusan Zachystal holds an MBA in Global Management from Thunderbird University. Dusan Zachystal studied BSc in Civil Engineering at the University of Alberta.
Individual Asset Management, Inc is a San Mateo, CA firm with $173M under management, 190 clients and 5 advisers in one office, as of its March 2026 filing.
Tom Zachystal is President and Chief Investment Officer of Individual Asset Management, Inc. (IAM), and the firm's founder. Before starting IAM, he was Vice-President Europe, based in Prague, Czech Republic, for another US RIA firm and worked for a major Wall Street investment firm. He also spent five years as an international business consultant and seven years as an engineer for Schlumberger.
Dusan Zachystal’s longest registration is the current one, 23 years at Individual Asset Management since 2003.
- Alan Biller and Associates– · under a yearMenlo Park, CA · Adviser representative · Firm CRD 105283
- – · under a yearSan Diego, CA · Adviser representative · Firm CRD 123418
Professional designations
Listed by Individual Asset Management
- Chartered Financial Analyst (CFA)
- Certified Financial Planner™ (CFP™)
- British Investment Management Certificate (IMC)
Investment adviser representative registrations
Dusan Zachystal is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from February 2003; the most recent is Texas, in December 2013.
- CaliforniaSince 19 February 2003
- TexasResidentSince 12 December 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 15 August 2001 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Dusan Thomas Zachystal
- CRD
- 4595081
- Firm
- Individual Asset Management · CRD 123418
- Role
- CEO/CCO
- Registration
- Investment adviser registration
- In the industry since
- February 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- iamadvisors.com
Where does Dusan Zachystal work?
Dusan Zachystal has been CEO/CCO of Individual Asset Management, Inc since September 2002, and is a control person of the firm.
Is Dusan Zachystal a financial advisor?
Yes. Dusan Zachystal has a current investment-adviser registration in California and Texas, through Individual Asset Management since February 2003.
How many years of experience does Dusan Zachystal have?
Dusan Zachystal has 23 years in the financial industry, since February 2003, across 2 adviser firms.
What exams has Dusan Zachystal passed?
Dusan Zachystal passed the Series 65 in August 2001.
Is Dusan Zachystal registered with FINRA?
No. Dusan Zachystal has no current broker registration.
Is Dusan Zachystal a CFP?
Individual Asset Management lists Dusan Zachystal with the CFP credential (“Certified Financial Planner™ (CFP™)”) on its website. CFP Board confirms certification status.
Is Dusan Zachystal a CFA charterholder?
Individual Asset Management lists Dusan Zachystal with the CFA credential (“Chartered Financial Analyst (CFA)”) on its website. CFA Institute confirms certification status.
How can I verify Dusan Zachystal’s record?
Search CRD 4595081 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Dusan Zachystal’s full registration record.