Dean V. Ferraro
Professional summary
Dean Vincent Ferraro is a registered financial advisor currently at LONGHOUSE WEALTH MANAGEMENT located in Encinitas, California.
Dean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Dean has worked at 2 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Dean Vincent Ferraro's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 21, 2018 - Present
LONGHOUSE WEALTH MANAGEMENT
Office #1: 187 Calle Magdalena Ste 103, Encinitas, CA 92024January 10, 2018 - September 11, 2018
AVANTAX INVESTMENT SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/21/2018)
(9/19/2018)
Exams
Current Firm
LONGHOUSE WEALTH MANAGEMENT
CRD#: 298119 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 49 |
| AUM (Assets Under Management) | $ 7,056,103 |
Red Flags
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