Educated Solutions
Educated Solutions (CRD# 304287) is a financial advisory firm headquartered in , . They manage $32,150,701 in 91 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Educated Solutions
By the Numbers
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Total Assets Under Management32MILLION
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Total Number of Accounts91ACCOUNTS
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Average Account Value$353,304
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Educated Solutions
1
Ryan Morelli (CRD# 2968770) is an Investment Advisor Representative working at Educated Solutions in Calabasas, CA and has over 26 years of experience in the finance industry.
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