Michael De Luz, financial advisor Huntington Beach CA

Michael De Luz

CRD Number: 2526894
Current Firm: Williams & Novak Wealth Management, LLC

Michael De Luz (CRD# 2526894) is an Investment Advisor Representative working at Williams & Novak Wealth Management, LLC in Huntington Beach, CA and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Williams & Novak Westlake Village, CA Aug 2023 - Current < 1
Integrity Brokerage LLC Monterey Park, CA Sep 2021 - Current 2
Thornton And Associates Pasadena, CA Dec 2022 - Oct 2023 < 1
Lazari Capital Management Woodland Hills, CA Apr 2018 - Aug 2023 5
Kovack Advisors, Inc. Newport Beach, CA Apr 2020 - Aug 2022 2
Kovack Securities, Inc. Newport Beach, CA Apr 2020 - Aug 2022 2
Kovack Securities Inc. Fort Lauderdale, FL Feb 2018 - Jul 2019 1
Chalice Wealth Advisors San Diego, CA Oct 2017 - Dec 2017 < 1
Niagara International Capital Limited New York, NY May 2017 - Dec 2017 < 1
Financial West Group Westlake Village, CA Jan 2017 - Apr 2017 < 1
N/a Huntington Beach, CA Oct 2016 - Jan 2017 < 1
Cabot Lodge Securities LLC New York, NY Dec 2015 - Oct 2016 < 1
Cl Wealth Management LLC New York, NY Dec 2015 - Oct 2016 < 1
Financial West Group Westlake Village, CA Aug 2013 - Dec 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1994
S66 NASAA Uniform Combined State Law Examination Nov 2002
Contact Info for Michael K. De Luz
Phone Number: 626-689-7181
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    238
    MILLIONS
  • Total Number of Accounts
    703
    ACCOUNTS
  • Average Account Value
    $337,906
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AZ, CA, LA, MO, NY, OK, TX, WA

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