Adviceperiod, LLC

Adviceperiod, LLC (CRD# 169828) is a financial advisory firm headquartered in Los Angeles, CA. They manage $2,867,047,026 in 3,242 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,867
    MILLION
  • Total Number of Accounts
    3,242
    ACCOUNTS
  • Average Account Value
    $884,345
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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)
  • Other
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.

AZ, CA, CO, FL, LA, MA, MD, MO, NE, NH, NJ, NY, OH, RI, TX, UT, VA, WI

Financial Advisors at Adviceperiod, LLC
Showing 1 - 10 of 55 top financial advisors.
1
Michael A. Arteaga
CRD#: 6561209
2121 Avenue Of The Stars, Suite 2400, Los Angeles, CA 90067

Michael Arteaga (CRD# 6561209) is an Investment Advisor Representative working at Adviceperiod, LLC in Los Angeles, CA and has 1 year of experience in the finance industry.

2
Alan K. Bonde
CRD#: 1002035
2121 Avenue Of The Stars, Suite 2400, Los Angeles, CA 90067

Alan Bonde (CRD# 1002035) is an Investment Advisor Representative working at Adviceperiod, LLC in Los Angeles, CA and has over 5 years of experience in the finance industry.

3
Phillip J. Boscarino
CRD#: 5961380
2121 Avenue Of The Stars, Suite 2400, 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
2121 Avenue Of The Stars, Suite 2400, Los Angeles, CA 90067

Todd Butler (CRD# 3091223) is an Investment Advisor Representative working at Adviceperiod, LLC in Los Angeles, CA and has over 21 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
650 Main Street, 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
2121 Avenue Of The Stars, Suite 2400, Los Angeles, CA 90067

Rehan Chaudhry (CRD# 3260265) is an Investment Advisor Representative working at Adviceperiod, LLC in Los Angeles, CA and has over 13 years of experience in the finance industry.

7
Adam B. Clark
CRD#: 6840742
100 Chesterfield Business Parkway, Suite 200, Chesterfield, MO 63005

Adam Clark (CRD# 6840742) is an Investment Advisor Representative working at Adviceperiod, LLC in Chesterfield, MO and has over 2 years of experience in the finance industry. Adam Clark 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
Dominic J. Cozzetto
CRD#: 4530944
120 Newport Center Drive, Newport Beach, CA 92660

Dominic Cozzetto (CRD# 4530944) is an Investment Advisor Representative working at Adviceperiod, LLC in Newport Beach, CA and has over 19 years of experience in the finance industry.

9
Scott J. Davis
CRD#: 5900930
2121 Avenue Of The Stars, Suite 2400, 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
2121 Avenue Of The Stars, Suite 2400, Los Angeles, CA 90067

Thomas Donnelly (CRD# 6550494) is an Investment Advisor Representative working at Adviceperiod, LLC in Los Angeles, CA and has over 4 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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