Wendy AstorinoCRD Number: 3161477
Current Firm: Royal Alliance Associates, Inc.
Wendy Astorino (CRD# 3161477) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Pittsburgh, PA and has over 18 years of experience in the finance industry.
Wealthcare Capital Management LLC
C.b. Bond Financial Planning, Inc.
Nfp Advisor Services, LLC
|Royal Alliance Associates, Inc.||Pittsburgh, PA||Dec 2015 - Current||2|
|Nfp Securities, Inc.||Austin, TX||Jan 2005 - Dec 2015||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2000|
|S65||NASAA Investment Advisors Law Examination||Dec 2000|
Total Assets Under Management5,420MILLIONS
Total Number of Accounts22,069ACCOUNTS
Average Account Value$245,585
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops