Frank Fiumecaldo (CRD# 6915768) is an Investment Advisor Representative working at Aventine Financial Group in Doylestown, PA and has 1 year of experience in the finance industry. Frank Fiumecaldo has taken additional exams to become a Certified Financial Planner (CFP®).
CRD# 5910056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6436358
Planning Capital Management Corp.
CRD# 6279325
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aventine Financial Group, LLC | Doylestown, PA | Feb 2018 - Current | 6 |
| R.w. Roge & Company | Bohemia, NY | Dec 2012 - Feb 2018 | 5 |
- FL
- NJ
- NY
- PA
- TX
-
Total Assets Under Management96MILLIONS
-
Total Number of Accounts255ACCOUNTS
-
Average Account Value$377,740
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, NJ, NY, PA, TX
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