Alyssa N. Saad
Investment adviser representative at Planmember Securities Corporation
12 yearsExperience
1 stateRegistered in
$10.1BFirm assets
35 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 feeCommissions
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.
- Planmember Securities CorporationDec 2025 to now
- Mpd WealthAug 2024 to now
- Na-unemployedFeb 2024 to Aug 2024
- Drs Daylight SolutionsJul 2018 to Feb 2024
- Na-unemployedJun 2018 to Jul 2018
- Drs Daylight SolutionsMay 2017 to Sep 2017
- The City of La Mesa - Public Works DepartmentMay 2017 to Sep 2017
- Gonzaga UniversitySep 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Planmember Securities Corporation
$10.1BAssets managed
69,645Clients
424Advisers
35 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
- 7968202
- Firm CRD
- 11869