Unclaimed Profile

Rick Allan Gonsalves

DSS WEALTH MANAGEMENT, INC.·GRANITE BAY, California

Clean recordDSS WEALTH MANAGEMENT, INC.

9700 VILLAGE CENTER DRIVE, GRANITE BAY, CA 95746CRD# 2483862Firm CRD# 314640

Profile Verification

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

Identity

Rick Allan Gonsalves · GRANITE BAY, CA

Registration

CRD #2483862 · DSS WEALTH MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Rick Allan Gonsalves is a registered financial advisor based in GRANITE BAY, California, affiliated with DSS WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Institutional Investors

Introduction

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Firm Overview

Firm

AMERICAFIRST WEALTH MANAGEMENT, INC.

AUM

$26M

Regulatory assets under management

Employees

Total firm employees

View all advisors at AMERICAFIRST WEALTH MANAGEMENT, INC. →

Services

Portfolio management (pooled investments)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2483862

Firm CRD# 314640

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Rick Allan Gonsalves offer?

Rick Allan Gonsalves specializes in Investment Management, Fee-Only Advisory. Contact their office in GRANITE BAY, California for a consultation.

What are Rick Allan Gonsalves's credentials?

Rick Allan Gonsalves is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Rick Allan Gonsalves located?

Rick Allan Gonsalves is based in GRANITE BAY, California, working with DSS WEALTH MANAGEMENT, INC.. Their office serves clients in the GRANITE BAY metropolitan area and surrounding communities.

How does Rick Allan Gonsalves charge for services?

Rick Allan Gonsalves'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 DSS WEALTH MANAGEMENT, INC.?

DSS WEALTH MANAGEMENT, INC. has approximately 3 employees and manages $26M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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