Arielle Bittoni, financial advisor Santa Monica CA

Arielle Bittoni

CRD Number: 4706290
Current Firm: Refresh Investments

Arielle Bittoni (CRD# 4706290) is an Investment Advisor Representative working at Refresh Investments in Santa Monica, CA and has over 17 years of experience in the finance industry.

Similar Advisors
Brandon Averill, financial advisor Santa Monica CA
Brandon L. Averill
CRD# 5781614
Bridge Advisory LLC
Similar Advisors
Michael Aaron, financial advisor Santa Monica CA
Michael T. Aaron
CRD# 2619073
Wedbush Securities Inc.
Similar Advisors
Blair Aaronson, financial advisor Santa Monica CA
Blair I. Aaronson
CRD# 1343922
Virtue Capital Management, LLC
Professional Designations
Company Name Location Dates Years
Refresh Investments Santa Monica, CA Jun 2020 - Current < 1
Massmutual Life Insurance Company Los Angeles, CA Apr 2017 - Jun 2020 3
Mml Investors Services Los Angeles, CA Apr 2017 - Jun 2020 3
Hilltop Securities Inc. Dallas, TX Jun 2016 - Apr 2017 < 1
Oppenheimer & Company Inc. Los Angeles, CA Mar 2014 - Jun 2016 2
E. J. De La Rosa & Company, Inc. Los Angeles, CA Nov 2008 - Mar 2014 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2003
Contact Info for Arielle L. Bittoni
Phone Number: 424-625-7260
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    9
    MILLIONS
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $342,717
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

CA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.