Adele L. Canetti
Professional summary
Adele Linda Canetti, who also goes by Adele Linda Canetti - Winter, Adele Linda Winter, is a registered financial advisor currently at AMERICAN MONEY MANAGEMENT, LLC located in Morena Valley, California.
Adele is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Adele has worked at 3 firms and has passed the Series 66, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Adele Linda Canetti's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 18, 2008 - Present
AMERICAN MONEY MANAGEMENT, LLC
February 2, 2007 - May 23, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
February 2, 2007 - May 23, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
November 18, 2005 - February 6, 2007
MORGAN STANLEY DW INC.
September 30, 2005 - February 6, 2007
MORGAN STANLEY DW INC.
Primary Firm SEC Registration
AMERICAN MONEY MANAGEMENT, LLC
CRD#: 115357 / SEC#: 801-60976
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/18/2008)
Exams
Current Firm
AMERICAN MONEY MANAGEMENT, LLC
CRD#: 115357 / SEC#: 801-60976
Contact information
SEC notice filing (14 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,674 |
| AUM (Assets Under Management) | $ 734,010,908 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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