Victor Mandella is a CFP, PFS-designated registered investment advisor, based in Los Altos, CA, with 28 years of industry experience.
Location
1 First St, Ste 10, Los Altos, CA, 94022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Victor manages real property investments and is an officer at Moon & Mandella Accountancy Corporation, a CPA firm, dedicating full-time hours to the latter. He also provides mortgage referrals through Wymac Mortgage Company and is a trustee for Mandella Rev Living Trust.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Moon & Mandella Financial Advisors, INC.
1st Global Advisors INC
1st Global Capital CORP.Broker
H.D. Vest Investment Securities, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.