Michael Dibernardo (CRD# 7467680) is an Investment Advisor Representative working at Synchronous Wealth Advisors LLC in Solvang, CA and has over 2 years of experience in the finance industry.
CRD# 4850609
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4570280
Mission Wealth Management, LP
CRD# 2113344
C.d. Allen Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Synchronous Wealth Advisors LLC | Manhattan Beach, CA | Jan 2022 - Current | 2 |
| Allmon, Dibernardo & Associates Cpas | Manhattan Beach, CA | Feb 2020 - Current | 4 |
| Dibernardo & Company, P.c. | Manhattan Beach, CA | Jun 2018 - Current | 5 |
| Dibernardo & Farfan LLP | San Pedro, CA | Dec 2017 - May 2018 | < 1 |
| Whittaker & Company | Seal Beach, CA | Jan 2016 - Nov 2017 | 1 |
| Pricewaterhousecoopers, LLP | Los Angeles, CA | Sep 2013 - Oct 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2022 |
- CA
-
Total Assets Under Management6MILLIONS
-
Total Number of Accounts9ACCOUNTS
-
Average Account Value$680,142
- 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
CA
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