Donald L. Dalesandro

LIBERTY SOLUTIONS ADVISORS

San Diego, CA 92108

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CRD#: 1079213

Professional summary

Donald Louis Dalesandro is a registered financial advisor currently at LIBERTY SOLUTIONS ADVISORS located in San Diego, California.

Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Donald has worked at 8 firms and has passed the Series 65, Series 63, Series 5, Series 15, Series 7 and Series 22 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Donald Louis Dalesandro is an investment adviser representative with another investment advisory firm.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Louis Dalesandro's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 19, 2019 - Present

LIBERTY SOLUTIONS ADVISORS

Office #1: 2801 Camino Del Rio South Suite 315-4, San Diego, CA 92108

RIA

CRD#: 304043

San Diego, CA

Past

August 28, 2014 - June 28, 2019

"TATE ASSET MANAGEMENT" AND "DCO WEALTH MANAGEMENT"

RIA

CRD#: 160657

SAN DIEGO, CA

Past

May 4, 2011 - July 23, 2014

ADVANCED PRACTICE ADVISORS, LLC

RIA

CRD#: 154084

DEL MAR, CA

Past

October 5, 2009 - October 6, 2010

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

SAN DIEGO, CA

Past

October 5, 2009 - October 6, 2010

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

SAN DIEGO, CA

Past

July 3, 2007 - October 5, 2009

AMERIPRISE ADVISOR SERVICES, INC.

RIA

CRD#: 5979

SAN DIEGO, CA

Past

July 3, 2007 - October 5, 2009

AMERIPRISE ADVISOR SERVICES, INC.

CRD#: 5979

SAN DIEGO, CA

Past

August 24, 2005 - July 11, 2007

A. G. EDWARDS & SONS, INC.

RIA

CRD#: 4

SAN DIEGO, CA

Past

August 24, 2005 - July 11, 2007

A. G. EDWARDS & SONS, INC.

CRD#: 4

SAN DIEGO, CA

Past

July 8, 1997 - August 29, 2005

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

SAN DIEGO, CA

Past

December 21, 1983 - August 29, 2005

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

January 27, 1983 - October 11, 1983

SENTRA SECURITIES CORPORATION

CRD#: 10249

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(6/19/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/5/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/28/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 5

Date: 6/21/1984

Interest Rate Options Examination

General Industry/Product Exam

Series 15

Date: 6/20/1984

Foreign Currency Options Examination

General Industry/Product Exam

Series 7

Date: 12/17/1983

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 1/25/1983

Direct Participation Programs Representative Examination

Current Firm

LIBERTY SOLUTIONS ADVISORS

LIBERTY SOLUTIONS ADVISORS | LIBERTY SOLUTIONS DVBE INC. DBA LIBERTY SOLUTIONS ADVISORS | LIBERTY SOLUTIONS DVBE INC.

CRD#: 304043 / SEC#:

California

Registered Investment Advisory firm - (6/19/2019 Approved)

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Contact information

Main Address

2801 Camino Del Rio South Suite 315-4, San Diego, CA 92108

Mailing Address

P.o. Box. 124608, San Diego, CA 92112-4608

Phone number

(619) 246-2746

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	39
AUM (Assets Under Management)	$ 5,574,350

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Donald L. Dalesandro

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Louis Dalesandro's CRS (Customer Relationship Summary).

Certified licenses

Experience

"TATE ASSET MANAGEMENT" AND "DCO WEALTH MANAGEMENT"

ADVANCED PRACTICE ADVISORS, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE ADVISOR SERVICES, INC.

AMERIPRISE ADVISOR SERVICES, INC.

A. G. EDWARDS & SONS, INC.

A. G. EDWARDS & SONS, INC.

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

SENTRA SECURITIES CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 7/5/1996

Series 63

Date: 12/28/1983

Series 5

Date: 6/21/1984

Series 15

Date: 6/20/1984

Series 7

Date: 12/17/1983

Series 22

Date: 1/25/1983

Current Firm

LIBERTY SOLUTIONS ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LIBERTY SOLUTIONS ADVISORS

TRUST BUT VERIFY

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