Markell Staffieri, financial advisor San Diego CA
100 score

Markell Staffieri

CRD Number: 5618766
Current Firm: First Allied Advisory Services, Inc.
Compensation Model: Fee Only

Markell Staffieri (CRD# 5618766) is an Investment Advisor Representative and Co-CEO / President of Financial Advisory Corporation, an Independent RIA registered with the SEC.  Markell has over 7 years of experience in the finance industry and specializes in working with Small Business Owners to create efficiencies in the financial lives that can enable them to reach their goals. 

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Company Name Location Dates Years
First Allied Advisory Services, Inc. Chesterfield, MO Jul 2012 - Current 4
First Allied Securites San Diego, CA Nov 2009 - Current 7
Financial Advisory Corporation San Diego, CA Jul 2008 - Current 8
San Dieguito Union High School District Encinitas, CA Mar 2009 - Dec 2009 < 1
Lincoln Financial Securities Corporation San Diego, CA Jan 2009 - Nov 2009 < 1
Markell Staffieri San Diego, CA Jul 2008 - Sep 2008 < 1
Philadelphia Eagles Philadelphia, PA Apr 2008 - Jul 2008 < 1
Unemployed Provo, UT Dec 2007 - Apr 2008 < 1
Brigham Young Universtiy Provo, UT Jan 2004 - Dec 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2009
S66 NASAA Uniform Combined State Law Examination Mar 2010
S65 NASAA Investment Advisors Law Examination Dec 2011
Contact Info for Markell A. Staffieri
Phone Number:
Registered State(s):
  • AZ
  • CA
By the Numbers
  • Total Assets Under Management
    4,440
    MILLIONS
  • Total Number of Accounts
    26,339
    ACCOUNTS
  • Average Account Value
    $168,585
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
100
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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