Alano Massi (CRD# 6259423) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Calabasas, CA and has over 10 years of experience in the finance industry. Alano Massi 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.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Dynamic Wealth Advisors Dba Palm Capital Management LLC | Scottsdale, AZ | Dec 2017 - Current | 6 |
Steel Peak Wealth Management, LLC | Henderson, NV | Sep 2017 - Current | 6 |
Steel Peak Wealth Management, LLC | Woodland Hills, CA | Mar 2014 - Current | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Apr 2013 |
- AZ
- CA
- FL
- NV
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Total Assets Under Management4,829MILLIONS
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Total Number of Accounts14,988ACCOUNTS
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Average Account Value$322,208
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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