Montecito Advisors, Inc.

Montecito Advisors, Inc. (CRD# 104004) is a financial advisory firm headquartered in Santa Barbara, CA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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

Financial Advisors at Montecito Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Denise C. Alpine
CRD#: 4130407
2015 State Street, Suite B, Santa Barbara, CA 93105
93
Wealthminder
score

Denise Alpine (CRD# 4130407) is an Investment Advisor Representative working at Montecito Advisors, Inc. in Santa Barbara, CA and has over 16 years of experience in the finance industry.

2
Athanasios G. Kapernekas
CRD#: 4183213
2015 State Street, Suite B, Santa Barbara, CA 93105
81
Wealthminder
score

Athanasios Kapernekas (CRD# 4183213) is an Investment Advisor Representative working at Montecito Advisors, Inc. in Santa Barbara, CA and has over 16 years of experience in the finance industry.

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