David Tassone has been an investment adviser representative at Avise Financial Cooperative since January 2024, and is not listed among the firm’s executive officers or direct owners. David Tassone holds a Bachelor of Business Administration in Finance from Loyola Marymount University, a Bachelor of Arts in Economics from Loyola Marymount University and an MBA from the University of Southern California.
Avise Financial Cooperative, Inc. is a Los Angeles, CA firm with $169M under management, 170 clients and 6 advisers across 7 offices, as of its June 2026 filing.
David Tassone is Principal and Chief Executive Officer of Solidi Wealth Advisors. He has nearly a decade of experience in the financial services sector, beginning his career at KPMG. He has served as President of the Financial Planning Association - Los Angeles and sits on the UCLA Personal Financial Planning Board.
David Tassone’s longest registration was 5 years at Kaye Capital Management (2018–2024). Before joining Avise Financial Cooperative in 2024, David Tassone was registered through Kaye Capital Management.
- Avise FinancialCurrent– present · 2 yearsLos Angeles, CA · Adviser representative · Firm CRD 328790
- Kaye Capital Management– · 5 yearsEl Segundo, CA · Adviser representative · Firm CRD 109329
Professional designations
Listed by Avise Financial Cooperative
- CFP®
Investment adviser representative registrations
David Tassone is registered as an investment adviser representative in 2 states. The first approvals date from January 2024; the most recent is Texas, in September 2026.
- CaliforniaSince 2 January 2024
- TexasSince 9 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 January 2018 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 6897162
- Firm
- Avise Financial Cooperative · CRD 328790
- Office
- 7080 HOLLYWOOD BLVD., SUITE 700, Los Angeles, CA 90028
- Registration
- Investment adviser registration
- In the industry since
- January 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- solidiwealth.com
Where does David Tassone work?
David Tassone is an investment adviser representative registered through Avise Financial Cooperative, Inc. since January 2024, and is not listed among the firm’s executive officers or direct owners.
Is David Tassone a financial advisor?
Yes. David Tassone has a current investment-adviser registration in California and Texas, through Avise Financial Cooperative since January 2024.
How many years of experience does David Tassone have?
David Tassone has 8 years in the financial industry, since January 2018, across 2 adviser firms.
What exams has David Tassone passed?
David Tassone passed the Series 65 in January 2018.
Where is David Tassone based?
David Tassone’s registered office is in Los Angeles, CA.
Is David Tassone registered with FINRA?
No. David Tassone has no current broker registration.
Is David Tassone a CFP?
Avise Financial Cooperative lists David Tassone with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify David Tassone’s record?
Search CRD 6897162 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Tassone’s full registration record.
