Donald Louis Dalesandro

Employer firm

Liberty Solutions Advisors CRD 304043

$7.51M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2019 → Present
  Liberty Solutions Dvbe Inc. Dba Liberty Solutions Advisors
  San Diego, CA
• 07/2015 → 06/2019
  "Tate Asset Management" And "Dco Wealth Management"
  San Diego, CA

Previous Registrations

• 2014-08-28 → 2019-06-28
  "Tate Asset Management" And "Dco Wealth Management"
  San Diego, CA
  Rancho Santa Fe, CA
• 2011-05-04 → 2014-07-23
  Advanced Practice Advisors, Llc
  La Quinta, CA
• 2009-10-05 → 2010-10-06
  Ameriprise Financial Services, Llc
  San Diego, CA
  San Diego, CA
• 2007-07-03 → 2009-10-05
  Ameriprise Advisor Services, Inc.
  San Diego, CA
  San Diego, CA
• 2005-08-24 → 2007-07-11
  A. G. Edwards & Sons, Inc.
  San Diego, CA
  San Diego, CA
• 1997-07-08 → 2005-08-29
  Morgan Stanley Dw Inc.
  San Diego, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-07-05
• S63 Uniform Securities Agent State Law Examination
  1983-12-28

Other Names

• Donald Louis Dalesandro