Davide A. Accomazzo

THALASSA CAPITAL LLC

Thousand Oaks, CA

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CRD#: 2781617

Professional summary

Davide Alessandro Accomazzo is a registered financial advisor currently at THALASSA CAPITAL LLC located in Thousand Oaks, California.

Davide is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Davide has worked at 4 firms and has passed the Series 66, Series 63 and Series 7 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.

PEPPERDINE UNIVERSITY, 6100 CENTER DRIVE, LOS ANGELES CA 90045; ADJUNCT PROFESSOR OF FINANCE, 8/2007 - PRESENT; 15 HOURS/WEEK; TEACHING/RESEARCH STRATEGIC ASSET ALLIANCE FUND, L.P., 440 S. LA SALLE, SUITE 2301, CHICAGO, IL 60605; POOLED INVESTMENT FUND, BOARD MEMBER; 3/2014 - PRESENT; 3 HOURS PER MONTH; ADVICE ON TRADERS SELECTION

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Davide Alessandro Accomazzo'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

July 15, 2011 - Present

THALASSA CAPITAL LLC

RIA

CRD#: 139707

Thousand Oaks, CA

Past

May 24, 2006 - December 31, 2011

CERVINO CAPITAL MANAGEMENT LLC

RIA

CRD#: 140047

TOPANGA, CA

Past

January 17, 2005 - November 17, 2005

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

BEVERLY HILLS, CA

Past

January 1, 2005 - November 17, 2005

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

August 14, 1996 - December 5, 1997

JEFFERIES LLC

CRD#: 2347

NEW YORK, NY

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
(7/15/2011)

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 66

Date: 1/14/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/16/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/21/2004

General Securities Representative Examination

Current Firm

THALASSA CAPITAL LLC

SKOURAS BUJKO CAPITAL PARTNERS LLC | THALASSA CAPITAL LLC

CRD#: 139707 / SEC#: 801-78286

RIA

Registered Investment Advisory firm - (1/23/2018 Terminated)

California

Registered Investment Advisory firm - (1/22/2018 Approved)

Oregon

Registered Investment Advisory firm - (1/22/2018 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

63205 Gibson Air Road, #44, Bend, OR 97701

Mailing Address

320 Sw Century Dr. #405-382, Bend, OR 97702

Phone number

(541) 323-4969

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	226
AUM (Assets Under Management)	$ 96,330,802

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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Davide A. Accomazzo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Davide Alessandro Accomazzo's CRS (Customer Relationship Summary).

Certified licenses

Experience

THALASSA CAPITAL LLC

CERVINO CAPITAL MANAGEMENT LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

JEFFERIES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/14/2005

Series 63

Date: 9/16/1996

Series 7

Date: 12/21/2004

Current Firm

THALASSA CAPITAL LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

THALASSA CAPITAL LLC

TRUST BUT VERIFY

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