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Francesca Elaina Visconti

ACCESS SOFTEK ADVISORY SERVICES, LLC·BERKELEY, California
Clean recordACCESS SOFTEK ADVISORY SERVICES, LLC
727 ALLSTON WAY, BERKELEY, CA 94710CRD# 7428242Firm CRD# 299800

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Francesca Elaina Visconti · BERKELEY, CA
Registration
CRD #7428242 · ACCESS SOFTEK ADVISORY SERVICES, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Francesca Elaina Visconti is a registered financial advisor based in BERKELEY, California, affiliated with ACCESS SOFTEK ADVISORY SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
ACCESS SOFTEK ADVISORY SERVICES, LLC
ACCESS SOFTEK ADVISORY SERVICES
AUM
$4M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at ACCESS SOFTEK ADVISORY SERVICES, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7428242
Firm CRD# 299800
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Francesca Elaina Visconti offer?
Francesca Elaina Visconti specializes in Investment Management, Fee-Only Advisory. Contact their office in BERKELEY, California for a consultation.
What are Francesca Elaina Visconti's credentials?
Francesca Elaina Visconti is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Francesca Elaina Visconti located?
Francesca Elaina Visconti is based in BERKELEY, California, working with ACCESS SOFTEK ADVISORY SERVICES, LLC. Their office serves clients in the BERKELEY metropolitan area and surrounding communities.
How does Francesca Elaina Visconti charge for services?
Francesca Elaina Visconti's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ACCESS SOFTEK ADVISORY SERVICES, LLC?
ACCESS SOFTEK ADVISORY SERVICES, LLC has approximately 2 employees and manages $4M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ACCESS SOFTEK ADVISORY SERVICES, LLC

Christopher George Patrick Doner
BERKELEY, CA
Tess Katherine Keppler
BERKELEY, CA
Mark Nmn Allen
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Research
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