Adviceperiod, LLC

Adviceperiod, LLC (CRD# 169828) is a financial advisory firm headquartered in Los Angeles, CA. They manage $3,038,992,134 in 3,127 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,039
    MILLION
  • Total Number of Accounts
    3,127
    ACCOUNTS
  • Average Account Value
    $971,856
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, GA, MD, MO, NJ, NY, OH, RI, TX, VA, WA, WI

Financial Advisors at Adviceperiod, LLC
Showing 1 - 10 of 47 top financial advisors.
1
Richard L. Bartholomew
CRD#: 4602974
Alpharetta, GA 30009

Richard Bartholomew (CRD# 4602974) is an Investment Advisor Representative working at Adviceperiod, LLC in Alpharetta, GA and has over 16 years of experience in the finance industry. Richard Bartholomew 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.

2
Alan K. Bonde
CRD#: 1002035
Los Angeles, CA 90067

Alan Bonde (CRD# 1002035) is an Investment Advisor Representative working at Adviceperiod, LLC in Los Angeles, CA and has over 4 years of experience in the finance industry.

3
Phillip J. Boscarino
CRD#: 5961380
Los Angeles, CA 90067

Phillip Boscarino (CRD# 5961380) is an Investment Advisor Representative working at Adviceperiod, LLC in Los Angeles, CA and has over 7 years of experience in the finance industry.

4
Todd C. Butler
CRD#: 3091223
Los Angeles, CA 90067

Todd Butler (CRD# 3091223) is an Investment Advisor Representative working at Adviceperiod, LLC in Los Angeles, CA and has over 20 years of experience in the finance industry. Todd Butler 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
Christine H. Canapari
CRD#: 4299313
East Greenwich, RI 02818

Christine Canapari (CRD# 4299313) is an Investment Advisor Representative working at Adviceperiod, LLC in East Greenwich, RI and has over 15 years of experience in the finance industry.

6
Rehan Chaudhry
CRD#: 3260265
Los Angeles, CA 90067

Rehan Chaudhry (CRD# 3260265) is an Investment Advisor Representative working at Adviceperiod, LLC in Los Angeles, CA and has over 12 years of experience in the finance industry.

7
Adam B. Clark
CRD#: 6840742
Chesterfield, MO 63005

Adam Clark (CRD# 6840742) is an Investment Advisor Representative working at Adviceperiod, LLC in Chesterfield, MO and has 1 year of experience in the finance industry.

8
Dominic J. Cozzetto
CRD#: 4530944
Los Angeles, CA 90067

Dominic Cozzetto (CRD# 4530944) is an Investment Advisor Representative working at Adviceperiod, LLC in Los Angeles, CA and has over 18 years of experience in the finance industry.

9
Scott J. Davis
CRD#: 5900930
Los Angeles, CA 90067

Scott Davis (CRD# 5900930) is an Investment Advisor Representative working at Adviceperiod, LLC in Los Angeles, CA and has over 8 years of experience in the finance industry.

10
Thomas E. Donnelly
CRD#: 6550494
Los Angeles, CA 90067

Thomas Donnelly (CRD# 6550494) is an Investment Advisor Representative working at Adviceperiod, LLC in Los Angeles, CA and has over 3 years of experience in the finance industry. Thomas Donnelly 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.

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