Victor Tassone
Investment adviser representative at Api Financial Advisors, LLC
14 yearsExperience
1 stateRegistered in
$84.7MFirm assets
7 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Api Financial Advisors, LLCDec 2024 to now
- Symmetry FinancialJan 2024 to now
- Vt Wealth Advisory LLCJun 2022 to now
- Equity Services IncOct 2019 to Apr 2022
- Lakeshore Financial GroupSep 2019 to May 2022
- Edward JonesJun 2018 to Sep 2019
- Prime TradingMay 2012 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Api Financial Advisors, LLC
$84.7MAssets managed
227Clients
13Advisers
7 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
- 6958827
- Firm CRD
- 304586