Adviceperiod, LLC

Adviceperiod, LLC (CRD# 169828) is a financial advisory firm headquartered in Los Angeles, CA. They manage $1,550,059,867 in 1,559 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,550
    MILLION
  • Total Number of Accounts
    1,559
    ACCOUNTS
  • Average Account Value
    $994,265
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, MD, MO, NY, OH, RI, TX, WA

Financial Advisors at Adviceperiod, LLC
Showing 1 - 10 of 37 top financial advisors.
1
Marc L. Russell
CRD#: 5020992
2121 Avenue Of The Stars, Suite 2350, Los Angeles, CA 90067
101
Wealthminder
score

Marc Russell (CRD# 5020992) is an Investment Advisor Representative working at Adviceperiod, LLC in Los Angeles, CA and has over 10 years of experience in the finance industry.

 

Marc co-founded AdvicePeriod in 2013 after serving as a Managing Director at Convergent Wealth Advisors. He believes that clients are best served by an advisor who truly integrates all facets of their financial lives including investment strategy, cash flow planning, taxes (estate, gift, and income), philanthropy, and family governance.

 

Marc graduated cum laude from Amherst College and obtained an MBA from the Wharton School at the University of Penn. He also holds the Charted Financial Analyst designation and is a member of the CFA Society of Los Angeles.

2
Jonathan Straub
CRD#: 4858068
2121 Avenue Of The Stars, Suite 2350, Los Angeles, CA 90067
98
Wealthminder
score
Jonathan Straub (CRD# 4858068) is an Investment Advisor Representative working at Adviceperiod, LLC in Los Angeles, CA and has over 11 years of experience in the finance industry.
3
Matthew D. Belfanti
CRD#: 4872242
4590 Macarthur Boulevard, Suite 300, Newport Beach, CA 92660
96
Wealthminder
score

Matthew Belfanti (CRD# 4872242) is an Investment Advisor Representative working at Adviceperiod, LLC in Newport Beach, CA and has over 13 years of experience in the finance industry. Matthew Belfanti has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Michael T. Lambrakis
CRD#: 5960129
4590 Macarthur Boulevard, Suite 300, Newport Beach, CA 92660
96
Wealthminder
score

Michael Lambrakis (CRD# 5960129) is an Investment Advisor Representative working at Adviceperiod, LLC in Newport Beach, CA and has over 6 years of experience in the finance industry. Michael Lambrakis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Daniel R. Legault
CRD#: 4363437
655 Main Street, Suite 212, East Greenwich, RI 02818
96
Wealthminder
score

Daniel Legault (CRD# 4363437) is an Investment Advisor Representative working at Adviceperiod, LLC in East Greenwich, RI and has over 16 years of experience in the finance industry. Daniel Legault has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Adam B. Reinking
CRD#: 5441139
5900 Southwest Parkway, Suite 500, Austin, TX 78735
96
Wealthminder
score

Adam Reinking (CRD# 5441139) is an Investment Advisor Representative working at Adviceperiod, LLC in Austin, TX and has over 10 years of experience in the finance industry. Adam Reinking has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Katherine A. Simmonds
CRD#: 2120022
1900 South Norfolk Street, Suite 350, San Mateo, CA 94403
96
Wealthminder
score

Katherine Simmonds (CRD# 2120022) is an Investment Advisor Representative working at Adviceperiod, LLC in San Mateo, CA and has over 27 years of experience in the finance industry. Katherine Simmonds has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Joshua L. Styrcula
CRD#: 5091931
Mason, OH
96
Wealthminder
score

Joshua Styrcula (CRD# 5091931) is an Investment Advisor Representative working at Adviceperiod, LLC in Mason, OH and has over 10 years of experience in the finance industry. Joshua Styrcula has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Phillip J. Boscarino
CRD#: 5961380
2121 Avenue Of The Stars, Suite 2400, Los Angeles, CA 90067
93
Wealthminder
score

Phillip Boscarino (CRD# 5961380) is an Investment Advisor Representative working at Adviceperiod, LLC in Los Angeles, CA and has over 6 years of experience in the finance industry.

10
Rehan Chaudhry
CRD#: 3260265
2121 Avenue Of The Stars, Suite 2400, Los Angeles, CA 90067
93
Wealthminder
score

Rehan Chaudhry (CRD# 3260265) is an Investment Advisor Representative working at Adviceperiod, LLC in Los Angeles, CA and has over 11 years of experience in the finance industry.

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