Meet the Team
Professional, courteous, and independent on your behalf.
We realize in addition to our financial management experience, independent advice and investment resources, the foundation to building client trust is achieved in personalized service and responsiveness.
Take a look at our profiles below to learn more about our advisor's and staff professional experience, then when we meet you can get to know us.
-
Staci Scharadin, CFP® Professional
President & Owner
Staci Scharadin, CFP® has comprehensively worked with her client's Wealth Management Plans since 1994. She has resided in Las Vegas for over 30 years and has local family roots dating back to the 1930's.
Education
Her education background includes Telecommunications Management and Business Management. She holds her Executive Certificate in Financial Planning, A CFP Board registered program from UNLV. Staci is a Certified Wealth Strategist® and has completed rigorous traning through Cannon Financical Institute.
Affiliations
Staci has been a member of the Wealth Advisor Institute since 2007. She has served as a mentor to young mothers with the Young Lives Program and currently works with outreach programs such as West Care, Child Focus, and Junior Achievement to assist those underserved in the area of financial planning. Staci is Past-President for the Southern NV Chapter of the Financial Planning Association and is a member of the Pro Bono division
Recognition
In 1998 she was nominated for the Distinguished Women of Southern Nevada award. In 2007, Staci was recognized in the top 2% of wealth managers by Las Vegas Life through an independent research firm who polled high net worth investors in Las Vegas. In 2008 Staci was a recipient of an Advisor of the year award at First Allied Securities, Inc. an Advanced Equities Company.
Contact Staci at sscharadin@rr.firstallied.com
-
Kenneth D. Slater., DRP
Branch Manager, First Allied Securities, Inc.
Ken Slater is Operations Manager for WallStreet Wealth Management and Branch Manager of this office for First Allied Corporation. He is an Investment Advisor Representative with and offers securities and advisory services through First Allied Securities, Inc. Ken is also a Registered Principal and Registered Options Principal.
Ken comes to us from Brooklyn, New York where he received his Bachelor of Science from Brooklyn College before joining the Marine Corps. Ken started on Wall Street in New York in 1968 where he was Vice President of American Securities Corporation. He brings 39 years of financial experience to the firm.
Contact Ken at kslater@rr.firstallied.com
-
Andrew Patai, CFP®
Certified Financial Planner
As a CERTIFIED FINANCIAL PLANNER professional®, Andrew provides coordinated, client-specific wealth maximization strategies to clients in several areas including retirement planning, asset management, tax planning, and risk management strategies. With a core belief of Making Your Money Work For You, he empowers individuals to achieve their goal of financial and personal freedom, the foundation of which starts with holistic planning.
Andrew was born and raised in Las Vegas. He attended college at Texas Tech University, one of the first and foremost CFP® programs in the nation, where he graduated summa cum laude. From his time at TTU he became actively involved with the Financial Planning Association and now serves as 2008 President of the Financial Planning Association of Nevada chapter.
Since 1997, Andrew's range of experience led him from working with large, national brokerage firms to smaller, regional independent Registered Investment Advisors. Today, he believes strongly in offering honest, sound advice to maximize his client's wealth and brings this through his relationship with WallStreet Wealth Management. He is an Investment Advisor Representative with and offers Securities and advisory services through First Allied Securities, Inc.
Andrew and his wife, Stacy, are proud to call Las Vegas home and enjoy spending time with family, friends, and their assortment of animals.
Contact Andrew at apatai@rr.firstallied.com
-
Rose Aharonian
Client Service Manager
Rose Aharonian joined the firm in 2004. Rose is not only the first face you see when visiting WallStreet Wealth Management but she also provides our clients with the excellent customer service they have come to expect. Her daily activites include facilitating the opening and maintenance of our client's accounts, keeping records updated, assisting our clients with their service needs. Prior to joining WallStreet Wealth Management, Rose assisted her family with accounting and customer service in their family owned business.
Contact Rose at raharonian@rr.firstallied.com
-
Keven Picardo, Certified Senior Advisor
Past President, Financial Consultant
Keven Picardo is Founder and Past President of WallStreet Wealth Management. Mr. Picardo has been a resident of the Las Vegas Valley for over 45 years. His career as a Financial Consultant started with Paine Webber Inc. From 1984 to 1990, Mr. Picardo served as an Investment Executive and Mutual Fund Director. From 1990 to 1994, he served as an associate Vice President with Kemper Securities, Inc. During 1994, Mr. Picardo served as Senior Vice President of U.S.A. Capital Management Group, Inc.
Since the start of his career, Mr. Picardo has specialized in the structuring of financial and retirement plans and managing assets for individuals and corporations. Mr. Picardo served as president of WallStreet Wealth Management from it's opening in 1997 to 2006. Keven is an Investment Advisor Representative with and offers securities and advisory services through First Allied Securities, Inc
Contact Keven at kpicardo@rr.firstallied.com
-
Gary Stratton
Principal, Registered Investment Advisor Representative
Mr. Stratton has over 25 years experience in the investment securities field. In the Early years with Paine Webber, Mr. Stratton was responsible for the Las Vegas branch's due diligence and marketing of private debt and equity investments. Such investments included Genentech Laboratories and Triple Net leases of many institutions such as First Interstate bank and Safeway Corporation.
Beginning in the mid 1990's Mr. Stratton became an Independent Investment Advisor, and provided cash management and fixed income investments for the American Heart Association of Nevada in addition to individual client portfolio's ranging from $250,000 to $30,000,000.
Mr. Stratton has completed many portfolio management courses under the tutorage of William O'Neal, Editor in Chief of Investors Business Daily.
Currently, Mr. Stratton is collaborating with Staci Scharadin, CFP®, President of WallStreet Wealth Management to better serve small business retirement plans and high net worth clients.
Contact Gary at gstratton@1stallied.com
