Angelo Costanza (CRD# 6287077) is an Investment Advisor Representative working at The Pitti Group Wealth Management, LLC in Victor, NY and has over 10 years of experience in the finance industry.
CRD# 6316104
W & S Management Services, Inc.
CRD# 3063370
Manning & Napier Advisors, LLC
CRD# 2814482
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Pitti Group Wealth Management, LLC | Victor, NY | Jul 2021 - Current | 2 |
| Wells Fargo Advisors Financial Network, LLC | Victor, NY | Sep 2020 - Current | 3 |
| Lpl Financial LLC | Rochester, NY | Jul 2019 - Sep 2020 | 1 |
| Apfs Wealth Management, Inc. | Rochester, NY | Nov 2015 - Jul 2019 | 3 |
| American Portfolios Financial Services, Inc. | Holbrook, NY | Nov 2015 - Jul 2019 | 3 |
| Unemployed | Rochester, NY | May 2015 - Nov 2015 | < 1 |
| Ciccarelli Advisory Services | Rochester, NY | Feb 2015 - May 2015 | < 1 |
| Fsc Securities Corp | Atlanta, GA | Feb 2015 - May 2015 | < 1 |
| Unemployed | Rochester, NY | Nov 2014 - Feb 2015 | < 1 |
| Brighton Securities Corp. | Rochester, NY | Dec 2013 - Nov 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2014 |
- NY
-
Total Assets Under Management289MILLIONS
-
Total Number of Accounts1,206ACCOUNTS
-
Average Account Value$239,471
- 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
FL, MA, NC, NJ, NY, PA, TX
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