Francesco
Biasi

Pruco Securities, LLC

CRD#5872488
Investment Advisor
in Sherman Oaks, CA

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About this Advisor

Francesco Biasi is a financial advisor who works in Sherman Oaks, California, with 1 year of industry experience. Biasi is currently employed by Pruco Securities, LLC. Throughout their career, they have worked at Ave. 49 Partners, Inc, Transamerica Financial Advisors, Inc, World Financial Group, Inc, Western International Securities, Inc, Porfido Trentino S.R.L, Mathis Brothers Furniture Company, Hd Vest Insurance Agency, Inc, Hd Vest Financial Services, Hd Vest Advisory Services, Morgan Stanley Wealth Management, Bank Of America, N.A, Merrill Lynch, Pierce, Fenner & Smith Inc, Householder Group Estate And Retirement Specialists, LLC, Lpl Financial LLC, Pruco Securities, LLC and The Prudential Insurance Company Of America. Biasi maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in California. Pruco Securities, LLC is an advisory company based out of Newark, NJ. It has offices in 42 locations and a total of 2,500 people on staff. It handles $14 billion in assets under management across its 106,737 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. Of its 106,737 customer accounts, just 1% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Pruco Securities, LLC has a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors depend on which service is provided. Fee types billed by Pruco Securities, LLC may include any blend 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, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

15303 Ventura Boulevard Suite 1550
Sherman Oaks, CA 91403

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Pruco Securities, LLC Brokerage Details

Total Assets Under Management

$14,029,321,422

CA Average: $10,121,009,343
Total Number of Employees

2,500

CA Average: 92
Total Number of Accounts

106,737

CA Average: 6,978
Average Account Size

$131,438

CA Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Francesco Biasi Work History

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

2022 - Present (2 years)

Pruco Securities, LLC

2022 - Present (2 years)

The Prudential Insurance Company Of America

2021 - 2022 (1 year)

Householder Group Estate And Retirement Specialists, LLC

2021 - 2022 (1 year)

Lpl Financial LLC

2016 - 2016 (< 1 year)

Morgan Stanley Wealth Management

2016 - 2021 (5 years)

Bank Of America, N.A

2016 - 2021 (5 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2015 - 2015 (< 1 year)

Hd Vest Insurance Agency, Inc

2015 - 2015 (< 1 year)

Hd Vest Financial Services

2015 - 2015 (< 1 year)

Hd Vest Advisory Services

2014 - 2015 (1 year)

Mathis Brothers Furniture Company

2013 - 2015 (2 years)

Transamerica Financial Advisors, Inc

2013 - 2015 (2 years)

World Financial Group, Inc

2010 - 2013 (3 years)

Western International Securities, Inc

2008 - 2015 (7 years)

Ave. 49 Partners, Inc

2008 - 2016 (8 years)

Porfido Trentino S.R.L

*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 Francesco Biasi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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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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