Alec Nasto, financial advisor Sausalito CA

Alec Nasto

CRD Number: 6788664
Current Firm: Raymond James & Associates, Inc.

Alec Nasto (CRD# 6788664) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Sausalito, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James & Associates, Inc. Sausalito, CA Sep 2021 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco, CA May 2019 - Sep 2021 2
Ubs Financial Services Inc. San Diego, CA Jul 2018 - Apr 2019 < 1
Lincoln Financial Advisors San Diego, CA Nov 2017 - Jul 2018 < 1
Unemployed Goleta, CA Jun 2017 - Nov 2017 < 1
University California Santa Barbara Santa Barbara, CA Sep 2015 - Jun 2017 1
Boathouse Santa Barbara, CA Jul 2015 - Dec 2015 < 1
Kyoto Japanese Restaurant Santa Barbara, CA Sep 2014 - Jun 2015 < 1
Santa Barbara City College Santa Barbara, CO Aug 2012 - May 2015 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2018
Contact Info for Alec J. Nasto
Phone Number: 727-567-1000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    350,042
    MILLIONS
  • Total Number of Accounts
    992,551
    ACCOUNTS
  • Average Account Value
    $352,669
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
  • Other
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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