Rivetti Investment Services, LLC

Rivetti Investment Services, LLC (CRD# 166720) is a financial advisory firm headquartered in , . They manage $2,122,109 in 41 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    41
    ACCOUNTS
  • Average Account Value
    $51,759
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
  • 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.

CA

Financial Advisors at Rivetti Investment Services, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Deron R. Dong
CRD#: 5762028
Marina Del Rey, CA
96
Wealthminder
score

Deron Dong (CRD# 5762028) is an Investment Advisor Representative working at Rivetti Investment Services, LLC in Marina Del Rey, CA and has over 7 years of experience in the finance industry. Deron Dong 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
Tyler L. Rivetti
CRD#: 6159938
Marina Del Rey, CA
93
Wealthminder
score

Tyler Rivetti (CRD# 6159938) is an Investment Advisor Representative working at Rivetti Investment Services, LLC in Marina Del Rey, CA and has over 5 years of experience in the finance industry.

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