Alano Massi, financial advisor Calabasas CA

Alano Massi

CRD Number: 6259423
Current Firm: Dynamic Wealth Advisors

Alano Massi (CRD# 6259423) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Calabasas, CA and has over 10 years of experience in the finance industry. Alano Massi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Dynamic Wealth Advisors Dba Palm Capital Management LLC Scottsdale, AZ Dec 2017 - Current 6
Steel Peak Wealth Management, LLC Henderson, NV Sep 2017 - Current 6
Steel Peak Wealth Management, LLC Woodland Hills, CA Mar 2014 - Current 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2013
Contact Info for Alano D. Massi
Phone Number: (877) 257-3840
Registered State(s):
  • AZ
  • CA
  • FL
  • NV
By the Numbers
  • Total Assets Under Management
    4,829
    MILLIONS
  • Total Number of Accounts
    14,988
    ACCOUNTS
  • Average Account Value
    $322,208
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Other
Types of Clients
Registered States

AK, AL, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY

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