Tuan
Graziano

Alaska Wealth Advisors

CRD#7032619
Investment Advisor
in Anchorage, AK

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About this Advisor

Tuan Graziano is a financial advisor working in Anchorage, Alaska with 1 year of relevant experience. Graziano is on the advisory team at Alaska Wealth Advisors. Throughout their career, they have worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Borderhawk LLC, Denali Montessori Elementary School, Aurora Fine Art Gallery, Sunshine Custom Promotions, High School and Alaska Permanent Capital Management. Graziano holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in Alaska. Alaska Wealth Advisors is a financial advisory firm operating out of Anchorage, AK. It has $706 million in total assets between its 1,726 client accounts, placing it among the larger financial advisory firms in the United States by assets under management. The firm advises six charities and foundations. Of its 1,726 customer accounts, 38% are associated with high-net-worth individuals who have at least $1 million in investable assets. Alaska Wealth Advisors performs a wide range of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors usually are based on which services the firm provides the client. Fees billed by Alaska Wealth Advisors likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

900 West 5Th Avenue Suite 601
Anchorage, AK 99501

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Alaska Wealth Advisors Brokerage Details

Total Assets Under Management

$706,020,834

AK Average: $1,258,801,692
Total Number of Employees

14

AK Average: 13
Total Number of Accounts

1,726

AK Average: 351
Average Account Size

$409,050

AK Average: $3,586,330

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Tuan Graziano Work History

Tuan has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Alaska Permanent Capital Management

2018 - 2022 (4 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2017 - 2018 (1 year)

Sunshine Custom Promotions

2016 - 2016 (< 1 year)

Denali Montessori Elementary School

2016 - 2017 (1 year)

Aurora Fine Art Gallery

2015 - 2016 (1 year)

Borderhawk LLC

2011 - 2015 (4 years)

High School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Tuan Graziano to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Alaska Wealth Advisors

Connor Michael
Anchorage, AK
Sadie Maubet
Anchorage, AK
Leah Levingston
Anchorage, AK
Stanislav Moiseev
Anchorage, AK
Katelynn Toth
Anchorage, AK
Dave Valdez
Anchorage, AK
Tuan Graziano
Anchorage, AK
Kelsey Rising
Anchorage, AK

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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