Alison Motroni, financial advisor Santa Monica CA

Alison Motroni

CRD Number: 7268242
Current Firm: Align Impact, LLC

Alison Motroni (CRD# 7268242) is an Investment Advisor Representative working at Align Impact, LLC in Santa Monica, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Align Impact Santa Monica, CA May 2019 - Current 4
Stryker Santa Monica, CA Jun 2015 - Mar 2019 3
Eli Lilly Indianapolis, IN May 2013 - May 2015 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2019
Contact Info for Alison E. Motroni
Phone Number: 805-243-8055
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    512
    MILLIONS
  • Total Number of Accounts
    58
    ACCOUNTS
  • Average Account Value
    $8,826,534
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

CA, CO, FL, NC, NY, TX

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