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Frankel Tandog Delossantos

American Investors Co.

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About Frankel Tandog Delossantos

Frankel Tandog Delossantos has been in the financial services industry since 1999 and has experience in providing financial advice to individuals, corporations, and charitable organizations. Frankel currently is a registered representative with American Investors Co. where Frankel's main area of focus is offering investment advice, portfolio management, and financial planning services. Frankel has also held previous roles with Western International Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Variable Investment Advisors, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company.

Firm Information

Frankel Delossantos is currently registered with American Investors Co.. American Investors Co. is a California-based corporation that has been in operation since 1973. The firm provides financial planning, portfolio management services for businesses and individuals, and selects other advisors for clients. They are registered with the SEC and in 40 states. They manage over $616 million in assets for a variety of clients including high-net-worth individuals, corporations, and charitable organizations. The firm has over 80 employees, including 20 licensed agents, 30 investment adviser representatives, and 32 registered representatives. They have been involved in 3 regulatory events and 2 arbitrations.
American Investors Co.

12667 ALCOSTA BLVD., SUITE 160

SAN RAMON, CA 94583

$616.90M

Assets Under Management

18

Total Clients

40

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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Frankel Delossantos’s Registration & Firm History

CA

03/22/2022 - Present

American Investors Co. (Long Beach CA)

CA

02/27/2019 - 04/01/2020

WESTERN INTERNATIONAL SECURITIES, INC. (Westlake Village CA)

CA

03/09/2015 - 06/14/2018

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

SD

06/29/2006 - 03/11/2015

VARIABLE INVESTMENT ADVISORS, INC. (TEA SD)

MA

01/27/1999 - 03/02/2005

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

01/27/1999 - 03/02/2005

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

IA

Issued 04/25/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/22/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/15/2004

Series 24 - General Securities Principal Examination

BC

Issued 06/14/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/22/2001

Series 7 - General Securities Representative Examination

BC

Issued 01/18/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Frankel Tandog Delossantos. Review regulatory record here.
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