Alano David Massi
Investment adviser representative at Dynamic
12 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$5.6BFirm 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 assetsHourlyFixed or flat feeOther
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
12 years in the industry.
- DynamicDec 2017 to now
- Dynamic Wealth Advisors dba Palm Capital Management LLCDec 2017 to now
- Steel Peak Wealth Management, LLCMar 2014 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 4 states (AZ, CA, FL, NV).
Dynamic
Legal name: Dynamic Advisor Solutions LLC
$5.6BAssets managed
5,634Clients
75Advisers
15 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
- 6259423
- Firm CRD
- 151367