Danny Allizadeh
Investment adviser representative at Position Wealth
16 yearsExperience
6 statesRegistered in
ChFC®Designation
$242.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
16 years in the industry.
- Position Wealth LLCFeb 2023 to now
- Tcwp LLC dba Position WealthSep 2019 to May 2023
- Merrill LynchApr 2010 to Sep 2019
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 6 states (CA, FL, LA, NV, TX, UT).
Position Wealth
Legal name: Position Wealth LLC
$242.1MAssets managed
217Clients
3Advisers
3 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
- 3132836
- Firm CRD
- 325116