Antonio Piccolino (CRD# 2174088) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Poughkeepsie, NY and has over 32 years of experience in the finance industry.
CRD# 7025158
Oppenheimer & Company Inc.
CRD# 5619407
Edward Jones
CRD# 5727035
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Infinex Investments, Inc. | Meriden, CT | Feb 2023 - Current | 1 |
| Rhinebeck Bank | Hyde Park, NY | Feb 2023 - Current | 1 |
| Lpl Financial, LLC | Florida, NY | Mar 2022 - Feb 2023 | < 1 |
| Sterling National Bank | Florida, NY | Feb 2022 - Feb 2023 | 1 |
| Citigroup | Stamford, CT | Aug 2021 - Feb 2022 | < 1 |
| Sterling National Bank | Carmel, NY | Apr 2018 - Aug 2021 | 3 |
| Lpl Financial LLC | Carmel, NY | Apr 2018 - Aug 2021 | 3 |
| Cco Investment Services | Kingston, NY | Nov 2012 - Apr 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1992 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2011 |
- NY
-
Total Assets Under Management3,627MILLIONS
-
Total Number of Accounts8,478ACCOUNTS
-
Average Account Value$427,771
- 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
- Other
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, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.