Position Wealth

Cary Marger is a financial advisor at Position Wealth with 14 years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch from 2014 to 2019 before joining Position Wealth. Position Wealth provides discretionary investment and wealth management services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm manages approximately $242 million across about 215 client relationships, offering tailored portfolios that include mutual funds, ETFs, individual securities, options, and selected Independent Managers.

Darian Allizadeh is a financial advisor at Position Wealth with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including The Vanguard Group and T3 Trading Group. Position Wealth provides discretionary investment and wealth management services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm operates as a small team of three advisors managing approximately $242 million, offering tailored portfolios through mutual funds, ETFs, individual securities, options, and selected Independent Managers.

Danny Allizadeh is a financial advisor at Position Wealth with 26 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Position Wealth, he worked at Merrill Lynch for nine years. Outside of his advisory role, he serves as Board Member and Treasurer for the Rotary Club of Harris County Medical Center, a charitable organization. Position Wealth provides discretionary investment and wealth management services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm operates as a small team managing approximately $242 million in assets, with tailored portfolios that incorporate a range of investment strategies and ongoing monitoring of selected Independent Managers.