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Sydney Reiko Johnson

"tate Asset Management" AND "dco Wealth Management"

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About Sydney Reiko Johnson

Sydney Reiko Johnson is a Registered Investment Advisor Representative with Tate Asset Management and dco Wealth Management, registered in California. Sydney has been working in the industry since January 2016, and is currently affiliated with Tate Asset Management, with an office in Rancho Santa Fe, California.

Firm Information

Sydney Johnson is currently registered with "tate Asset Management" AND "dco Wealth Management". Tate Asset Management is an investment advisory firm located in Rancho Santa Fe, CA, and provides financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. They also provide selection of other advisors services. The firm has 2 licensed agents, 5 investment advisor representatives, and manages over $274 million in assets.
"tate Asset Management" AND "dco Wealth Management"

5531 CANCHA DE GOLF

RANCHO SANTA FE, CA 92091

$274.13M

Assets Under Management

Not reported

Total Clients

5

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 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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Sydney Johnson’s Registration & Firm History

CA

04/26/2017 - Present

"tate Asset Management" AND "dco Wealth Management" (RANCHO SANTA FE CA)

CA

01/07/2016 - 03/02/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LA JOLLA CA)

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Licenses & Designations

BOTH

Issued 02/12/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/02/2017

SIE - Securities Industry Essentials Examination

BC

Issued 01/07/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sydney Reiko Johnson.
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