Mazda John Sadeghi

Alamo Capital

33 Years of Experience

1 DisclosureBroker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net Worth

Alamo Capital

Compensation

Fee-Only (AUM)

Firm Size

6 advisors

Number of Clients

Not specified

Average Client Portfolio

Not specified

Assets Under Management

$81.7M

Fee Structure

Minimum Investment:$50K

Financial Planning:Investment management only

Location

201 N Civic Dr, Suite 180, Walnut Creek, CA, 94596

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History

Regulatory History (1)

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Customer Dispute

February 2011

Denied

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Employment History

Current Registrations

Alamo Capital

October 2005 - Present · 20 yrs 4 mos

Alamo CapitalBroker

April 2003 - Present · 22 yrs 10 mos

Previous Registrations

Morgan Stanley Dw INC.Broker

November 2000 - January 2002 · 1 yr 2 mos

Morgan Stanley Dean Witter Online INC.Broker

September 1996 - November 2000 · 4 yrs 2 mos

Smith Barney INC.Broker

July 1993 - June 1996 · 2 yrs 11 mos

Lehman Brothers INC.Broker

June 1991 - July 1993 · 2 yrs 1 mo

State Registrations11 states

CACOFLHIMDMOORTXUTWAWI

AdvisorBrokerBoth

Exams

No exam information available for this advisor.