Adriana Navarro (CRD# 6727548) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Daly City, CA and has over 7 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
Company Name | Location | Dates | Years |
---|---|---|---|
Citi Group | Daly City, CA | Jul 2023 - Current | < 1 |
Wells Fargo Clearing Services LLC | San Francisco, CA | May 2019 - Jul 2023 | 4 |
Wells Fargo Bank Na | San Francisco, CA | Apr 2019 - Jul 2023 | 4 |
Bank Of America, N.a. | Greenbrae, CA | Apr 2018 - Apr 2019 | 1 |
Bank Of America, N.a. | Corte Madera, CA | Jun 2017 - Apr 2018 | < 1 |
Jp Morgan Chase Bank | Rohnert Park, CA | Nov 2016 - Jun 2017 | < 1 |
Jp Morgan Securities LLC | Rohnert Park, CA | Nov 2016 - Jun 2017 | < 1 |
Mcdonald's | Windsor, CA | Sep 2016 - Mar 2017 | < 1 |
Wells Fargo Bank N.a | Healdsburg, CA | Apr 2016 - Oct 2016 | < 1 |
Wells Fargo Bank, N.a | Ukiah, CA | Apr 2015 - Apr 2016 | 1 |
Wells Fargo Bank, N.a | Healdsburg, CA | Mar 2014 - Mar 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 2017 |
S66 | NASAA Uniform Combined State Law Examination | Dec 2020 |
- CA
-
Total Assets Under Management40,516MILLIONS
-
Total Number of Accounts53,880ACCOUNTS
-
Average Account Value$751,976
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.