Avi Bialo, financial advisor Woodland Hills CA
89 score

Avi Bialo

CRD Number: 6165479
Current Firm: Arete Wealth Advisors, LLC

Avi Bialo (CRD# 6165479) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Woodland Hills, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Arete Wealth Management LLC Chicago, IL Feb 2013 - Current 3
Arete Wealth Advisors LLC Chicago, IL Feb 2013 - Current 3
Self Employed Calabasas, CA Jun 2009 - Current 7
The Julliard School New York, NY Sep 2007 - Jun 2009 1
Unemployed Calabasas, CA Jun 2007 - Sep 2007 < 1
Oberlin Conservatory Oberlin, OH Sep 2003 - Jun 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2013
Contact Info for Avi J. Bialo
Phone Number: 312-940-3684
Registered State(s):
  • CA
  • FL
  • MD
  • NJ
  • WA
  • HI
By the Numbers
  • Total Assets Under Management
    691
    MILLIONS
  • Total Number of Accounts
    4,557
    ACCOUNTS
  • Average Account Value
    $151,719
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, DC, FL, GA, HI, IA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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