Alan Wayne Robello
Investment adviser representative at Avisen Advisors, LLC
25 yearsExperience
1 stateRegistered in
$389MFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
25 years in the industry.
- Avisen Wealth Management, Inc.Jan 2003 to now
- Avisen Advisors, LLCJun 2001 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 65 · Uniform Investment Adviser Law1992
State registrations
Registered as an investment adviser representative in 1 state (CA).
Avisen Advisors, LLC
$389MAssets managed
191Clients
9Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1625027
- Firm CRD
- 113791