Alma Piscitello, financial advisor Hauppauge NY
93 score

Alma Piscitello

CRD Number: 3013609
Current Firm: Cls Investments, LLC

Alma Piscitello (CRD# 3013609) is an Investment Advisor Representative working at Cls Investments, LLC in Hauppauge, NY and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Cls Investments, LLC Omaha, NE Sep 2014 - Current 2
Northern Lights Distributors, LLC Omaha, NE Sep 2014 - Current 2
Morgan Stanley Smith Barney Purchase, NY Mar 2006 - Sep 2014 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2005
Contact Info for Alma B. Piscitello
Phone Number: 402-493-3313
Firm Website: http://www.clsinvest.com
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    7,211
    MILLIONS
  • Total Number of Accounts
    26,903
    ACCOUNTS
  • Average Account Value
    $268,025
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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