Michael Defaria (CRD# 7273118) is an Investment Advisor Representative working at Alpha Squared Capital, LLC in Scottsdale, AZ and has over 3 years of experience in the finance industry.
CRD# 3044058
Ameriprise Financial Services, LLC
CRD# 6108988
Edelman Financial Engines
CRD# 3213291
Dynamic Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alpha Squared Capital, LLC | Scottsdale, AZ | Apr 2019 - Current | 5 |
| Student | Tempe, AZ | Aug 2017 - Current | 6 |
| Student | Marlboro, NJ | Aug 2009 - Aug 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2020 |
- AZ
- NJ
-
Total Assets Under Management26MILLIONS
-
Total Number of Accounts232ACCOUNTS
-
Average Account Value$112,896
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, NJ, TX
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