Danny Allizadeh has been Managing Partner of Position Wealth since September 2019, is a control person of the firm and directly owns under 5% of it. Danny Allizadeh studied University of California at Berkeley.
Position Wealth LLC is a The Woodlands, TX firm with $242M under management, 217 clients and 3 advisers across 3 offices, as of its July 2026 filing.
Danny Allizadeh is Managing Partner of Position Wealth. He co-founded the firm with Cary Marger in 2019. Before going independent, he served as a financial advisor with Allizadeh Marger & Associates at Merrill Lynch since 2010. Allizadeh has been in the financial services industry since 1997, spending his first 13 years as an advisor-to-advisors on investment management and retirement income strategies.
Danny Allizadeh’s longest registration was 9 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated (2010–2019). Before joining Position Wealth in 2023, Danny Allizadeh was registered through Truclarity Wealth Advisors and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- Position WealthCurrent– present · 3 yearsThe Woodlands, TX · Adviser representative · Firm CRD 325116
- Truclarity Wealth Advisors– · 3 yearsThe Woodlands, TX · Adviser representative · Firm CRD 305145
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 9 yearsThe Woodlands, TX · Adviser representative · Firm CRD 7691
- Axa Advisors, LLC– · under a yearThe Woodlands, TX · Adviser representative · Firm CRD 6627
Investment adviser representative registrations
Danny Allizadeh is registered as an investment adviser representative in 6 states. The first approvals date from March 2023; the most recent are Nevada and Utah, in July 2024.
- CaliforniaSince 2 March 2023
- FloridaSince 28 June 2023
- LouisianaSince 2 March 2023
- NevadaSince 25 July 2024
- TexasSince 2 March 2023
- UtahSince 25 July 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 16 November 2009 |
| Series 7 | General Securities Representative Examination | 27 March 2009 |
| Series 63 | Uniform Securities Agent State Law Examination | 8 March 1999 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 25 January 1999 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- CRD
- 3132836
- Firm
- Position Wealth · CRD 325116
- Role
- Managing Partner
- Office
- 2001 TIMBERLOCH PLACE, SUITE 500, The Woodlands, TX 77380
- Registration
- Investment adviser registration
- In the industry since
- December 1999
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- positionwealth.com
Where does Danny Allizadeh work?
Danny Allizadeh has been Managing Partner of Position Wealth LLC since September 2019, and is a control person of the firm.
Is Danny Allizadeh a financial advisor?
Yes. Danny Allizadeh has a current investment-adviser registration in California, Florida, Louisiana, Nevada, Texas and Utah, through Position Wealth since March 2023.
How many years of experience does Danny Allizadeh have?
Danny Allizadeh has 26 years in the financial industry, since December 1999, across 4 adviser firms.
What exams has Danny Allizadeh passed?
Danny Allizadeh has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in January 1999. FINRA credited Danny Allizadeh with the SIE, which began in October 2018.
Where did Danny Allizadeh work before Position Wealth?
Before Position Wealth, Danny Allizadeh was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, July 2010 to September 2019; Axa Advisors, LLC, January 2010 to April 2010.
Where is Danny Allizadeh based?
Danny Allizadeh’s registered office is in The Woodlands, TX.
Is Danny Allizadeh registered with FINRA?
No. Danny Allizadeh has no current broker registration.
How can I verify Danny Allizadeh’s record?
Search CRD 3132836 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Danny Allizadeh’s full registration record.
