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Annalise Mae Durante

Bailard, Inc.

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About Annalise Mae Durante

Annalise Durante is an investment advisor representative with Bailard, Inc. Annalise has been in the industry since 2014. Annalise has a Series 7 and Series 66 license and has experience working at Citigroup Global Markets Inc. and Bailard Fund Services, Inc. Annalise specializes in providing financial planning, portfolio management, and educational seminars.

Firm Information

Annalise Durante is currently registered with Bailard, Inc.. Bailard, Inc. is an investment advisor headquartered in FOSTER CITY, CA. They offer a variety of services, including financial planning, portfolio management, and publication of periodicals. They serve a wide range of clients, including high-net-worth individuals, charitable organizations, and pooled investment vehicles. They have $6,062,652,350 in regulatory assets under management.
Bailard, Inc.

950 TOWER LN

FOSTER CITY, CA 94404-2131

$6.06B

Assets Under Management

Not reported

Total Clients

39

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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Annalise Durante’s Registration & Firm History

CO

01/10/2023 - Present

Bailard, Inc. (Vail CO)

CA

07/31/2017 - 06/26/2018

BAILARD FUND SERVICES, INC. (FOSTER CITY CA)

FL

08/28/2014 - 08/05/2016

CITIGROUP GLOBAL MARKETS INC. (WEST PALM BEACH FL)

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Licenses & Designations

BOTH

Issued 10/03/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/26/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/28/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Annalise Mae Durante.
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