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David Tassone

Investment Adviser Representative at AVISE FINANCIAL

Los Angeles, CACRD #6897162Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
8 yrs
States Registered
1 states
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

David Tassone has worked in the securities industry since 2018. They are registered to provide investment advisory services in California.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
California
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 1/17/2018

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Avise Financial Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

AVISE FINANCIALCurrent
1/2/2024Los Angeles, CA
KAYE CAPITAL MANAGEMENT
1/17/20181/4/2024El Segundo, CA

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at AVISE FINANCIAL

5 other advisors in the directory

View AVISE FINANCIAL firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David Tassone has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

David Tassone - Financial Advisor in Los Angeles, CA | AdvisorFinder