Franco Cirelli, financial advisor San Francisco CA

Franco Cirelli

CRD Number: 5867216
Current Firm: Augustine Asset Management Inc.

Franco Cirelli (CRD# 5867216) is an Investment Advisor Representative working at Augustine Asset Management Inc. in San Francisco, CA and has over 9 years of experience in the finance industry. Franco Cirelli 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
Seatsub, Inc. San Francisco, CA Apr 2007 - Current 16
Self-employed San Francisco, CA Jan 2007 - Current 17
City College Of San Francisco San Francisco, CA Jan 2003 - Current 21
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2014
Contact Info for Franco Cirelli
Phone Number: 904-396-6944
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    415
    MILLIONS
  • Total Number of Accounts
    393
    ACCOUNTS
  • Average Account Value
    $1,056,006
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, FL, GA

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