Thomas Ercolano (CRD# 1492525) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Madison, NJ and has over 12 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cgm Financial Agency | Madison, NJ | Mar 2020 - Current | 4 |
| Allstate Insurance Co | Madison, NJ | Mar 2020 - Current | 4 |
| Jpmorgan Chase | Bernardsville, NJ | Apr 2016 - Jan 2020 | 3 |
| Jpmorgan Securities LLC | Bernardsville, NJ | Apr 2016 - Jan 2020 | 3 |
| Pnc Bank | Basking Ridge, NJ | Dec 2013 - Apr 2016 | 2 |
| Pnc Investments LLC | Pittsburgh, PA | Dec 2013 - Apr 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2011 |
- NJ
-
Total Assets Under Management62MILLIONS
-
Total Number of Accounts189ACCOUNTS
-
Average Account Value$328,756
- Other
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
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