Unclaimed Profile

Stephen David Ambrosini

20/20 CAPITAL MANAGEMENT, INC·COSTA MESA, California

SIE, Series 7, Series 63, Series 65, Series 66ChFCClean record23 years registered20/20 CAPITAL MANAGEMENT, INC

940 SOUTH COAST DRIVE, COSTA MESA, CA 92626CRD# 1235905Firm CRD# 281692

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stephen David Ambrosini · COSTA MESA, CA

Registration

CRD #1235905 · 20/20 CAPITAL MANAGEMENT, INC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: 20/20 CAPITAL MANAGEMENT, INC

20/20 CAPITAL MANAGEMENT, INC

Nov 2022 – Dec 2022

Cardiff, CA

PRIME CAPITAL FINANCIAL

May 2022 – Jan 2025

Cadiff, CA

20/20 CAPITAL MANAGEMENT, INC

Mar 2016 – Nov 2022

COSTA MESA, CA

AMERITAS INVESTMENT CORP

Sep 2004 – Oct 2017

CARDIFF BY THE SEA, CA

THE ADVISORS GROUP, INC.

May 2003 – Sep 2004

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Series 66

Registration record

First registered · May 27, 2003

Years registered · 23

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

20/20 CAPITAL MANAGEMENT, INC

CRD 281692 · SEC 801-106924

AUM

$677M

Regulatory assets under management

Employees

2,427 client accounts

Services offered by 20/20 CAPITAL MANAGEMENT, INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at 20/20 CAPITAL MANAGEMENT, INC →

Introduction

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Frequently Asked Questions

What services does Stephen David Ambrosini offer?

Stephen David Ambrosini specializes in Financial Planning, Investment Management, Wealth Management.

What are Stephen David Ambrosini's credentials?

Stephen David Ambrosini holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Stephen David Ambrosini located?

Stephen David Ambrosini is based in COSTA MESA, California, last registered with 20/20 CAPITAL MANAGEMENT, INC.

How does Stephen David Ambrosini charge for services?

Stephen David Ambrosini's firm is compensated through percentage of aum, hourly charges, subscription fees, other: advicepay monthly qtrly subscription. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is 20/20 CAPITAL MANAGEMENT, INC?

20/20 CAPITAL MANAGEMENT, INC has approximately 38 employees and manages $677M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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