Franco Cirelli

AUGUSTINE ASSET MANAGEMENT

SAN FRANCISCO, CA

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CRD#: 5867216

Professional summary

Franco Cirelli, CFP® is a registered financial advisor currently at AUGUSTINE ASSET MANAGEMENT INC located in San Francisco, California.

Franco is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Franco has worked at 2 firms and has passed the Series 65 and Series 27 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.

CITY COLLEGE OF SAN FRANCISCO NON INVESTMENT-RELATED 50 PHELAN AVENUE SAN FRANCISCO, CA 94112 EDUCATION LECTURER/BUSINESS INSTRUCTOR 01/2003 24 HOURS/MONTH 0 HOURS DURING TRADING DAY I PLAN TO CONTINUE TEACHING BUSINESS CLASSES IN THE EVENINGS AT CITY COLLEGE OF SAN FRANCISCO, AND I AM CURRENTLY NOT RESPONSIBLE FOR TEACHING ANY CLASS DURING THE TRADING DAY. SEATSUB, INC. NON INVESTMENT-RELATED 747 19TH AVENUE, #1 SAN FRANCISCO, CA 94121 ONLINE LIVE EVENT SEASON TICKET HOLDER SERVICE CO-FOUNDER 04/2007 4 HOURS/MONTH 0 HOURS DURING TRADING DAY I MAY SPEND A FEW HOURS PER MONTH KEEPING THIS BUSINESS IN MAINTENANCE MODE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Franco Cirelli'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®

CFP^®

Certified Financial Planner

Experience

Current

June 20, 2017 - Present

AUGUSTINE ASSET MANAGEMENT INC

RIA

CRD#: 105801

SAN FRANCISCO, CA

Past

June 8, 2011 - July 23, 2012

MOTIF

CRD#: 155731

SAN MATEO, 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".

AUGUSTINE ASSET MANAGEMENT INC

CRD#: 105801 / SEC#: 801-23187

RIA

Registered Investment Advisory firm - (2/5/1985 Approved)

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
(6/20/2017)

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: 6/20/2014

Uniform Investment Adviser Law Examination

Principal/Supervisory Exam

Series 27

Date: 3/14/2011

Financial and Operations Principal Examination

Current Firm

AUGUSTINE ASSET MANAGEMENT INC

CRD#: 105801 / SEC#: 801-23187

RIA

Registered Investment Advisory firm - (2/5/1985 Approved)

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Contact information

Main Address

1551 Atlantic Blvd Suite 301, Jacksonville, FL 32207-3369

Mailing Address

Phone number

(904) 396-6944

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AUGUSTINE 20254 ANNUAL ADV PARTS 2A AND 2B (3/28/2025)

Regulatory assets under management

Total Number of Accounts	411
AUM (Assets Under Management)	$ 660,230,137

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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Franco Cirelli

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Franco Cirelli's CRS (Customer Relationship Summary).

Certified licenses

Experience

AUGUSTINE ASSET MANAGEMENT INC

MOTIF

Primary Firm SEC Registration

AUGUSTINE ASSET MANAGEMENT INC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/20/2014

Series 27

Date: 3/14/2011

Current Firm

AUGUSTINE ASSET MANAGEMENT INC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AUGUSTINE ASSET MANAGEMENT INC

TRUST BUT VERIFY

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