Alexander Tsuruda (CRD# 7866255) is an Investment Advisor Representative working at D & T Financial Advisors, Inc. in Concord, CA and has 1 year of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Downs & Tsuruda, Inc. | Concord, CA | Aug 2020 - Current | 3 |
| Nksfb, LLC | Irvine, CA | Jun 2019 - Aug 2020 | 1 |
| Chapman University | Orange, CA | Jan 2016 - Jun 2019 | 3 |
| Brigham Young University | Provo, UT | Aug 2015 - Dec 2015 | < 1 |
| San Ramon Valley High School | San Ramon, CA | Aug 2011 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2023 |
- CA
-
Total Assets Under Management76MILLIONS
-
Total Number of Accounts109ACCOUNTS
-
Average Account Value$697,380
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA
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