Annalise Mae Durante
Investment adviser representative at Bailard, Inc.
10 yearsExperience
2 statesRegistered in
$7.6BFirm assets
54 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Bailard, Inc.Jan 2023 to now
- UnemployedJan 2022 to Dec 2022
- Bailard Inc.Jun 2017 to Dec 2021
- TopgolfMar 2017 to May 2017
- Points of LightJan 2017 to Jun 2017
- UnemployedAug 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (CA, CO).
Bailard, Inc.
$7.6BAssets managed
1,137Clients
40Advisers
54 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
- 6028243
- Firm CRD
- 110550