American Financial Network Advisory Services, LLC

American Financial Network Advisory Services, LLC (CRD# 160322) is a financial advisory firm headquartered in Calabasas, CA. They manage $286,982,464 in 1,452 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    287
    MILLION
  • Total Number of Accounts
    1,452
    ACCOUNTS
  • Average Account Value
    $197,646
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, HI, IL, LA, MA, NC, NJ, NV, NY, PA, TX, UT, VA

Financial Advisors at American Financial Network Advisory Services, LLC
Showing 1 - 10 of 13 top financial advisors.
1
Fabio J. Dicecca
CRD#: 5650647
23975 Park Sorrento, Suite 150, Calabasas, CA 91302
96
Wealthminder
score

Fabio Dicecca (CRD# 5650647) is an Investment Advisor Representative working at American Financial Network Advisory Services, LLC in Calabasas, CA and has over 6 years of experience in the finance industry.

2
Shawn J. Hsieh
CRD#: 5521548
23975 Park Sorrento, Suite 150, Calabasas, CA 91302
96
Wealthminder
score

Shawn Hsieh (CRD# 5521548) is an Investment Advisor Representative working at American Financial Network Advisory Services, LLC in Calabasas, CA and has over 9 years of experience in the finance industry. Shawn Hsieh 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.

3
Craig R. Watanabe
CRD#: 1177960
23975 Park Sorrento, Suite 150, Calabasas, CA 91302
96
Wealthminder
score

Craig Watanabe (CRD# 1177960) is an Investment Advisor Representative working at American Financial Network Advisory Services, LLC in Calabasas, CA and has over 31 years of experience in the finance industry. Craig Watanabe 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
Martin S. Wasser
CRD#: 2096984
23975 Park Sorrento, Suite 150, Calabasas, CA 91302
93
Wealthminder
score

Martin Wasser (CRD# 2096984) is an Investment Advisor Representative working at American Financial Network Advisory Services, LLC in Calabasas, CA and has over 23 years of experience in the finance industry.

5
Naghmeh M. Mossayi
CRD#: 4696195
23975 Park Sorrento, Suite 150, Calabasas, CA 91302
90
Wealthminder
score

Naghmeh Mossayi (CRD# 4696195) is an Investment Advisor Representative working at American Financial Network Advisory Services, LLC in Calabasas, CA and has over 4 years of experience in the finance industry.

6
Farzan Pourrahimi
CRD#: 6369356
23975 Park Sorrento, Suite 150, Calabasas, CA 91302
90
Wealthminder
score

Farzan Pourrahimi (CRD# 6369356) is an Investment Advisor Representative working at American Financial Network Advisory Services, LLC in Calabasas, CA and has over 3 years of experience in the finance industry.

7
Steven I. Levin
CRD#: 5984170
23975 Park Sorrento, Suite 150, Calabasas, CA 91302
89
Wealthminder
score

Steven Levin (CRD# 5984170) is an Investment Advisor Representative working at American Financial Network Advisory Services, LLC in Calabasas, CA and has over 2 years of experience in the finance industry.

8
Jeffrey M. Alstot
CRD#: 5864067
23975 Park Sorrento, Suite 150, Calabasas, CA 91302
88
Wealthminder
score

Jeffrey Alstot (CRD# 5864067) is an Investment Advisor Representative working at American Financial Network Advisory Services, LLC in Calabasas, CA and has 1 year of experience in the finance industry.

9
Jeremy B. Herskovic
CRD#: 6435067
23975 Park Sorrento, Suite 150, Calabasas, CA 91302
88
Wealthminder
score

Jeremy Herskovic (CRD# 6435067) is an Investment Advisor Representative working at American Financial Network Advisory Services, LLC in Calabasas, CA and has over 2 years of experience in the finance industry.

10
Dante A. Smith
CRD#: 6332541
23975 Park Sorrento, Suite 150, Calabasas, CA 91302
88
Wealthminder
score

Dante Smith (CRD# 6332541) is an Investment Advisor Representative working at American Financial Network Advisory Services, LLC in Calabasas, CA and has 1 year of experience in the finance industry.

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