Adele L. Canetti

AMERICAN MONEY MANAGEMENT

Morena Valley, CA

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CRD#: 5021294

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

Are you a "fiduciary"?

Yes

Aliases

Adele Linda Canetti - Winter | Adele Linda Winter

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.

I am the sole owner of Dollar Book Fair, a used book store, in Buena Park California. I purchased the business in early 2016. I will typically spend between 16-32 hours per month on this business during non-trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adele Linda Canetti's CRS (Customer Relationship Summary).

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 18, 2008 - Present

AMERICAN MONEY MANAGEMENT, LLC

RIA

CRD#: 115357

Morena Valley, CA

Past

February 2, 2007 - May 23, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

NEWPORT BEACH, CA

Past

February 2, 2007 - May 23, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEWPORT BEACH, CA

Past

November 18, 2005 - February 6, 2007

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

SANTA ANA, CA

Past

September 30, 2005 - February 6, 2007

MORGAN STANLEY DW INC.

CRD#: 7556

SANTA ANA, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AMERICAN MONEY MANAGEMENT, LLC

CRD#: 115357 / SEC#: 801-60976

RIA

Registered Investment Advisory firm - (3/4/2002 Approved)

Alaska

Registered Investment Advisory firm - (3/4/2002 Terminated)

California

Registered Investment Advisory firm - (6/25/2002 Terminated)

Oregon

Registered Investment Advisory firm - (6/18/2002 Terminated)

Texas

Registered Investment Advisory firm - (3/4/2002 Terminated)

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).

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
(7/18/2008)

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: 10/20/2005

Uniform Combined State Law Examination

General Industry/Product Exam

Series 31

Date: 11/1/2005

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 9/29/2005

General Securities Representative Examination

Current Firm

AMERICAN MONEY MANAGEMENT, LLC

CRD#: 115357 / SEC#: 801-60976

RIA

Registered Investment Advisory firm - (3/4/2002 Approved)

Alaska

Registered Investment Advisory firm - (3/4/2002 Terminated)

California

Registered Investment Advisory firm - (6/25/2002 Terminated)

Oregon

Registered Investment Advisory firm - (6/18/2002 Terminated)

Texas

Registered Investment Advisory firm - (3/4/2002 Terminated)

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Contact information

Main Address

14249 Rancho Santa Fe Farms Road, Rancho Santa Fe, CA 92067

Mailing Address

P.o. Box 675203, Rancho Santa Fe, CA 92067

Phone number

(858) 755-0909

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (2/21/2025)

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.

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

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Adele L. Canetti

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adele Linda Canetti's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

AMERICAN MONEY MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/20/2005

Series 31

Date: 11/1/2005

Series 7

Date: 9/29/2005

Current Firm

AMERICAN MONEY MANAGEMENT, LLC

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AMERICAN MONEY MANAGEMENT, LLC

TRUST BUT VERIFY

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