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Adele Linda Canetti

American Money Management, LLC

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About Adele Linda Canetti

Adele Canetti is a registered investment advisor representative with American Money Management, LLC. She is licensed in California and has been working in the financial industry since 2005. Adele has experience providing financial planning, portfolio management, and selection of other advisors to both individuals and businesses. Adele also owns and operates a used bookstore called Dollar Book Fair.

Firm Information

Adele Canetti is currently registered with American Money Management, LLC. American Money Management, LLC is an investment advisor based in Rancho Santa Fe, CA. The firm provides a variety of services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. They manage approximately $660,473,182 in assets, with a focus on high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, and charitable organizations.
American Money Management, LLC

14249 RANCHO SANTA FE FARMS ROAD

RANCHO SANTA FE, CA 92067

$660.47M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Adele Canetti’s Registration & Firm History

CA

07/18/2008 - Present

American Money Management, LLC (RANCHO SANTA FE CA)

CA

02/02/2007 - 05/23/2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEWPORT BEACH CA)

CA

09/30/2005 - 02/06/2007

MORGAN STANLEY DW INC. (SANTA ANA CA)

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Licenses & Designations

BOTH

Issued 10/20/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/01/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 09/29/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Adele Linda Canetti.
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