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Valeria Chepilev

Investment adviser representative at Avalan in Santa Barbara, CA

Investment adviser registrationUpdated

Valeria Chepilev is an investment adviser representative at Avalan, LLC, an investment adviser managing $622M, and works from its Santa Barbara, CA office. Valeria Chepilev has been registered through Avalan since 1 January 2026, has 0 years in the industry across 1 firm and has passed the Series 65.

0
Years in industry
0
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 24 October 2026SEC record

Career

Valeria Chepilev has been an investment adviser representative at Avalan since January 2026, and is not listed among the firm’s executive officers or direct owners.

Avalan, LLC is a Santa Barbara, CA firm with $622M under management, 319 clients and 11 advisers across 3 offices, as of its March 2026 filing.

  1. – present · under a year
    Santa Barbara, CA · Adviser representative · Firm CRD 156109

Credentials and registrations

Investment adviser representative registrations

Valeria Chepilev is registered as an investment adviser representative in California, since January 2026.

  • CaliforniaSince 1 January 2026

Examinations

Series 6526 December 2025
Name
Uniform Investment Adviser Law Examination

Key facts

CRD
8200843
Firm
Avalan · CRD 156109
Office
233 E CARILLO, SUITE B, Santa Barbara, CA 93101
Registration
Investment adviser registration
In the industry since
December 2025
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Valeria Chepilev work?

Valeria Chepilev is an investment adviser representative registered through Avalan, LLC since January 2026, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 24 October 2026

Is Valeria Chepilev a financial advisor?

Yes. Valeria Chepilev has a current investment-adviser registration in California, through Avalan since January 2026.

Source: IAPD individual record, checked 24 October 2026

How many years of experience does Valeria Chepilev have?

Valeria Chepilev has 0 years in the financial industry, since December 2025, across 1 adviser firm.

Source: IAPD individual record, checked 24 October 2026

What exams has Valeria Chepilev passed?

Valeria Chepilev passed the Series 65 in December 2025.

Source: IAPD individual record, checked 24 October 2026

Where is Valeria Chepilev based?

Valeria Chepilev’s registered office is in Santa Barbara, CA.

Source: IAPD individual record, checked 24 October 2026

Is Valeria Chepilev registered with FINRA?

No. Valeria Chepilev has no current broker registration.

Source: IAPD individual record, checked 24 October 2026

How can I verify Valeria Chepilev’s record?

Search CRD 8200843 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Valeria Chepilev’s full registration record.

Source: IAPD individual record, checked 24 October 2026

Leadership at Avalan

Sources

  1. IAPD individual record, CRD 8200843, checked 24 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Avalan, LLC, filed 17 March 2026. Executive officers and direct owners; this person is not among them.