Liza Marie Dela cruz
Investment adviser representative at Alliance Advisory & Securities, LLC
14 yearsExperience
1 stateRegistered in
$687.4MFirm assets
20 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
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Alliance Advisory & Securities, LLCFeb 2025 to now
- UnemployedSep 2024 to Jan 2025
- Steelpeak WealthMay 2024 to Aug 2024
- UnemployedOct 2023 to Apr 2024
- Doubleline CapitalDec 2016 to Sep 2023
- American International GroupFeb 2012 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2008
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Alliance Advisory & Securities, LLC
$687.4MAssets managed
675Clients
16Advisers
20 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
- 4109501
- Firm CRD
- 18835