Alyssa Dalbey, financial advisor Reno NV

Alyssa Dalbey

CRD Number: 6845470
Current Firm: Schultz Financial Group Incorporated

Alyssa Dalbey (CRD# 6845470) is an Investment Advisor Representative working at Schultz Financial Group Incorporated in Reno, NV and has over 6 years of experience in the finance industry. Alyssa Dalbey 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
Schultz Financial Group Inc. Reno, NV Mar 2016 - Current 8
Iridium Technology Reno, NV Dec 2014 - Nov 2018 3
Full-time Student Reno, NV Aug 2007 - May 2017 9
University Of Nevada, Reno Reno, NV Aug 2014 - Dec 2016 2
University Of Nevada, Reno Reno, NV May 2014 - May 2015 1
Marshalls Reno, NV Aug 2013 - Sep 2014 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2017
Contact Info for Alyssa J. Dalbey
Phone Number: 775-850-5620
Registered State(s):
  • CA
  • NV
  • TX
By the Numbers
  • Total Assets Under Management
    177
    MILLIONS
  • Total Number of Accounts
    424
    ACCOUNTS
  • Average Account Value
    $418,314
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, MI, NH, NV, TX

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