George Scafidi, financial advisor Sonoma CA

George Scafidi

CRD Number: 1364035
Current Firm: Sonoma Asset Management

George Scafidi (CRD# 1364035) is an Investment Advisor Representative working at Sonoma Asset Management in Sonoma, CA and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1988
Contact Info for George J. Scafidi
Phone Number: 707-935-7676
Registered State(s):
  • CA
Current Firm Details
Sonoma Asset Management
Firm's CRD Number: 133602
By the Numbers
  • Total Assets Under Management
    7
    MILLIONS
  • Total Number of Accounts
    29
    ACCOUNTS
  • Average Account Value
    $245,774
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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