Unclaimed Profile

Alan David Biller

ALAN D BILLER & ASSOCIATES, INC.·MENLO PARK, California

Series 2, Series 22Clean record31 years registeredALAN D BILLER & ASSOCIATES, INC.

535 MIDDLEFIELD RD., MENLO PARK, CA 94025CRD# 1217836Firm CRD# 105283

Profile Verification

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

Identity

Alan David Biller · MENLO PARK, CA

Registration

CRD #1217836 · ALAN D BILLER & ASSOCIATES, INC. · 31 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ALAN D BILLER & ASSOCIATES, INC.

ALAN BILLER AND ASSOCIATES

Jun 1995 – Dec 2023

SEATTLE, WA

Registrations & Exams

FINRA examinations passed

Series 2

Series 22

Registration record

First registered · June 1, 1995

Years registered · 31

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALAN D BILLER & ASSOCIATES, INC.

CRD 105283 · SEC 801-48432

AUM

$82.6B

Regulatory assets under management

Employees

53 client accounts

Services offered by ALAN D BILLER & ASSOCIATES, INC.

Per Form ADV

Publication of periodicals/newsletters

Security ratings or pricing services

View all advisors at ALAN D BILLER & ASSOCIATES, INC. →

Introduction

Speak with Alan

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Alan is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MENLO PARK?

Browse all registered financial advisors in MENLO PARK, California or claim this profile if it's yours.

Browse MENLO PARK Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Alan David Biller offer?

Alan David Biller is a registered financial advisor in MENLO PARK, California.

What are Alan David Biller's credentials?

Alan David Biller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alan David Biller located?

Alan David Biller is based in MENLO PARK, California, last registered with ALAN D BILLER & ASSOCIATES, INC..

How does Alan David Biller charge for services?

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

How large is ALAN D BILLER & ASSOCIATES, INC.?

ALAN D BILLER & ASSOCIATES, INC. has approximately 45 employees and manages $82.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →