Investment Advisory Contract Lawyers for Salinas, California

Need help with an investment advisory contract in Salinas, California?

ContractsCounsel connects businesses and individuals with experienced investment advisory contract lawyers in Salinas, California to help with drafting, reviewing, and negotiating your legal agreements.

Quick Facts — Investment Advisory Contract Lawyers

Meet some of our Salinas Investment Advisory Contract Lawyers

Alexander N. - Investment Advisory Contract Lawyer in Salinas, California
View Alexander
5.0 (68)
Member Since:
June 17, 2024

Alexander N.

Founder
Free Consultation
Los Angeles, California
10 Yrs Experience
Licensed in CA
University of Southern California Gould School of Law

Having overseen over $1.2 billion in transaction value, we are able to provide top-tier service at affordable rates, with much more personalized attention and fast turnarounds. After working for a AM Law Top 100 firm, I started my own firm and have been lucky enough to represent numerous conglomerates (FOX, Endeavor, etc.), promising startups, small businesses and private individuals. Our areas of expertise - Business Formations and Operating Agreements; Capital Raises and Debt Financing; Commercial Transactions; M&A; Real Estate; Intellectual Property; Employment and Hiring; Outside General Counsel; Corporate Agreements and Governance; Litigation and Dispute Resolution. We have been featured in The Wall Street Journal, Marketwatch, Yahoo Finance, Variety, Business Insider, Los Angeles Magazine, the LA Times, and others. We are driven by an unwavering commitment to our clients, going above and beyond to deliver results.

Recent  ContractsCounsel Client  Review:
5.0

"This group was incredibly responsive and informative every step of the way."

Michael S. - Investment Advisory Contract Lawyer in Salinas, California
View Michael
4.9 (8)
Member Since:
April 16, 2023

Michael S.

Managing Partner
Free Consultation
Los Angeles, California
31 Yrs Experience
Licensed in CA NY
Harvard Law School

I began my career at "big law" firms, worked in-house for 14 years, and now have my own practice, providing big law quality at small firm rates. My practice focuses on strategic and commercial transactions, including M&A, preferred stock and common stock offerings, asset purchases and sales, joint ventures and strategic partnerships, stock option plans, master services agreements and SOWs, software development and license agreements, SaaS agreements, NDAs, employment and consulting agreements. I also manage corporate governance, advise boards and executives, and act as outside general counsel. I represent clients across the country and around the world.

Recent  ContractsCounsel Client  Review:
4.0

"Completed most of the work with majority of the answers correct!"

Dolan W. - Investment Advisory Contract Lawyer in Salinas, California
View Dolan
5.0 (565)
Member Since:
September 8, 2024

Dolan W.

Attorney
Free Consultation
San Diego, California
10 Yrs Experience
Licensed in CA
Purdue Law School

You need a lawyer who's more than just knowledgeable – you need someone who's on your side. That's where I come in. I'll be there every step of the way, offering clear communication and proactive solutions. Whether you're starting a business or navigating a complex legal matter, I'll help you make informed decisions and achieve your goals. I also have drafted many templates to save you money. Just use this link - https://www.contractscounsel.com/client/lawyer-profile/3764#Templates Why Choose Me? I put you first I'm proactive I'm efficient I'm accessible

Recent  ContractsCounsel Client  Review:
5.0

"Dolan was excellent to work with — fast, precise, and genuinely Colorado-specific in his analysis rather than generic boilerplate (real citations to Colorado statutes and case law throughout). Delivered on time, and when I flagged one additional refund scenario I wanted covered, he turned around a clean fix the same day within the included revision round. Would hire again for Colorado consumer-contract work."

Faryal A. - Investment Advisory Contract Lawyer in Salinas, California
View Faryal
4.9 (235)
Member Since:
February 23, 2023

Faryal A.

Attorney/Counsel
Free Consultation
Houston, Texas
4 Yrs Experience
Licensed in TX
University of Houston

Ms. Ayub is an attorney licensed to practice in Texas. Before moving to the US, she has a number of years of experience in contract review, analysis and drafting. Ms. Ayub is available to help you with your legal problems, as well as filling LLC and other business entity formation documents. To know more about her practice, please visit https://ayublawfirmpllc.com/.

Recent  ContractsCounsel Client  Review:
5.0

"Faryal was responsive, thorough, and easy to work with. She reviewed our LLC operating agreement including a co-founder IP clause and a manager salary provision, and gave us clear, practical feedback. Would use her again."

Tsion L. - Investment Advisory Contract Lawyer in Salinas, California
View Tsion
4.7 (3)
Member Since:
December 19, 2024

Tsion L.

Fractinal General Counsel
Free Consultation
Los Angeles, California
14 Yrs Experience
Licensed in CA
Stanford Law School

Seasoned Fractional COO and Legal Counsel with a proven track record of driving operational excellence and legal compliance in high-growth companies. Skilled in developing and executing strategic plans, optimizing business processes, and managing complex legal matters. Demonstrated ability to draft commercial, partnership, and sponsorship agreements, file trademark applications and manage IP portfolios, support corporate filings and board governance. Industries served: small and medium sized small business, cannabis, hemp, consumer goods, e-commerce, SAAs and health and wellness.

Recent  ContractsCounsel Client  Review:
5.0

"Great experience, very responsive and professionally handled our needs."

Hansen T. - Investment Advisory Contract Lawyer in Salinas, California
View Hansen
Member Since:
October 2, 2024

Hansen T.

Technology Lawyer
Free Consultation
Los Angeles, CA
14 Yrs Experience
Licensed in CA
Loyola Law

Hansen Tong is the founder of a technology focused boutique law firm that focuses specifically on SAAS, data privacy, digital media, licensing, websites/apps, and AI.

Patrick W. - Investment Advisory Contract Lawyer in Salinas, California
View Patrick
Member Since:
October 31, 2024

Patrick W.

Lawyer
Free Consultation
Novato, CA, USA
12 Yrs Experience
Licensed in CA
Santa Clara SOL

Patrick is a seasoned attorney with over 11 years of experience in corporate law, commercial contracts, and regulatory compliance, with a specialization in emerging technologies such as AI and Web 3.0. Patrick works with commercial contract negotiations for technology startups, managing multi-million-dollar agreements, and offering comprehensive corporate governance services, including stock plan administration, cap table management, and day to day advising. One of Patrick’s career highlights includes his tenure at SharesPost Inc., a pioneering fintech startup, where he served as Senior Legal Counsel and later Interim General Counsel. In this role, Patrick led product legal risk management, negotiated SaaS and data processing agreements, and ensured compliance with SEC, FINRA, and DBO regulations. He played a pivotal role in the company's growth working closely with operations and sales, until such time teh company was acquired. In addition to his work at SharesPost, Patrick’s experience includes serving as Policy Counsel at Bird Global and General Counsel and Chief Compliance Officer for Planned Parenthood Northern California, where he oversaw a $60M revenue organization, directed legal strategy for EHR migration, and ensured compliance with state and federal privacy laws.

Brian W. - Investment Advisory Contract Lawyer in Salinas, California
View Brian
Member Since:
December 30, 2024

Brian W.

Founder & President
Free Consultation
Los Angeles, CA
34 Yrs Experience
Licensed in CA
Southwestern Law School

I founded Brian Wynne Law, PC (based in Los Angeles, CA) in late 2023 after spending over 25 years as an in-house lawyer and over 13 years serving in General Counsel and department head-level business & legal affairs, and corporate operations positions. I provide fractional general counsel and legal advisory services to a broad range of companies, both early-stage and more established, primarily in the technology, digital media, and hospitality sectors. I negotiate a variety of sales, licensing, marketing,g and technology agreements, and handle employment, compliance, privacy, board matters, dispute resolution, and risk management matters. I also assist my clients by managing corporate transactions, IP, M&A, and corporate/legal operations as a combination GC/COO.

Find the best lawyer for your project

Browse Lawyers Now

Frequently Asked Questions

How do I hire a lawyer to draft an investment advisory contract in California?

Lawyer Reviews for Salinas Investment Advisory Contract Projects

Review & Redline Form ADV Part 2A, Portfolio Management Contract, and Financial Planning Agreement

5.0

"Michael's credentials and resume are a testament to his expertise, particularly his extensive legal experience and nuanced understanding of financial matters, which were evident in every interaction. He played a crucial role in preventing me from entering into an agreement that could have gravely jeopardized my financial future, with potential generational consequences. His advice was not just technically sound but delivered with a clarity and urgency that was both impressive and impactful. Interacting with Michael reminded me of watching Winston Wolf from 'Pulp Fiction'—efficient, direct, and incredibly effective. Why hire Michael? The value I received for every dollar spent was extraordinary. To give a sense of the scale, it felt like for every $1 in fees, the practical value returned was over $100—a ratio that signifies exceptional expertise and guidance. This was not just a financial gain for me, but an investment that will benefit my heirs immeasurably. Michael's approach was not just about providing legal advice; it was tailored to my unique situation, demonstrating his ability to adapt his vast knowledge to individual needs. A heartfelt thank you, Michael, for your meticulous attention to my case."

Arizona
Premium
Review
Investment Advisory Contract
ContractsCounsel User

Quick, user friendly and one of the better ways I've come across to get ahold of lawyers willing to take new clients.

View Trustpilot Review

Need help with an Investment Advisory Contract?

Create a free project posting
Clients Rate Lawyers 4.9 Stars
based on 21,647 reviews
Financial lawyers by top cities
See All Salinas Financial Lawyers
California Investment Advisory Contract lawyers by city
See All Investment Advisory Contract Lawyers

ContractsCounsel User

Recent Project:
Investment Advisory Contract Review
Location: California
Turnaround: Less than a week
Service: Contract Review
Doc Type: Investment Advisory Contract
Page Count: 15
Number of Bids: 7
Bid Range: $400 - $1,150
Ask Your Own Question:
Lawyers are online now

How Expert Legal Chat works:

1
Ask your question
2
Connect With a Lawyer
3
Get Professional Answers

Want to speak to someone?

Get in touch below and we will schedule a time to connect!

Request a call

Find lawyers and attorneys by city