Lino Sergo, financial advisor Beachwood OH

Lino Sergo

CRD Number: 4659449
Current Firm: Van Cleef Asset Management Inc.

Lino Sergo (CRD# 4659449) is an Investment Advisor Representative working at Van Cleef Asset Management Inc. in Beachwood, OH and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Van Cleef Asset Mgmt Inc. Beachwood, OH Dec 2000 - Current 23
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2002
Contact Info for Lino Sergo
Phone Number: 216-464-0253
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    894
    MILLIONS
  • Total Number of Accounts
    652
    ACCOUNTS
  • Average Account Value
    $1,371,237
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

FL, NH, OH, TX

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