Daniel Sciortino (CRD# 6001416) is an Investment Advisor Representative working at Fig Tree Wealth Management LLC in Mountainside, NJ and has over 10 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 |
|---|---|---|---|
| Fig Tree Wealth Management LLC | Mountainside, NJ | Feb 2022 - Current | 2 |
| Fig Tree Wealth Management LLC | Mountainside, NJ | Jan 2022 - Current | 2 |
| National Wealth Management, LLC | Florham Park, NJ | Jun 2019 - Current | 4 |
| Foresters Financial Services, LLC | Edison, NJ | Jun 2015 - May 2019 | 3 |
| Sound State Entertainment | Mountainside, NJ | Sep 2012 - Dec 2016 | 4 |
| New York Life Investments | Parsippany, NJ | Nov 2000 - Jun 2015 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2014 |
- NJ
- PA
- TX
-
Total Assets Under Management19MILLIONS
-
Total Number of Accounts202ACCOUNTS
-
Average Account Value$92,830
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
NJ, PA, TX
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