David Tassone
Investment adviser representative at Avise Financial
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$169.4MFirm assets
Are you David Tassone? Claim your profile
Contact this firm
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
10 years in the industry.
- Avise FinancialJan 2024 to now
- Avise Financial dba Solidi Wealth AdvisorsJan 2024 to now
- Kaye Capital ManagementNov 2017 to Jan 2024
- KpmgAug 2016 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Avise Financial
Legal name: Avise Financial Cooperative, Inc.
$169.4MAssets managed
170Clients
7Advisers
1 yearIn 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
- 6897162
- Firm CRD
- 328790