Carlo Scanni (CRD# 2034810) is an Investment Advisor Representative working at Tsg Alpha Partners, LLC in Ronkonkoma, NY and has over 2 years of experience in the finance industry.
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
CRD# 1483428
Abbington Investment Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tsg Alpha Partners | Ronkonkoma, NY | Nov 2022 - Current | 1 |
| The Spaventa Group | Ronkonkoma, NY | Jan 2021 - Current | 3 |
| Susa Academy | Hauppauge, NY | Sep 2016 - Mar 2021 | 4 |
| Abg Services Inc. | Patchogue, NY | Mar 2017 - Mar 2020 | 3 |
| Icd Securities Inc. | Bohemia, NY | Mar 2017 - Feb 2020 | 2 |
| Concordia International | Jamaica, NY | Dec 2015 - Jul 2016 | < 1 |
| Unemployed | St. James, NY | Sep 2015 - Dec 2015 | < 1 |
| Liberty Moving & Storage | Commack, NY | Nov 2014 - Sep 2015 | < 1 |
| Wells Fargo Advisors Financial Network, LLC | Melville, NY | Sep 2014 - Mar 2015 | < 1 |
| Unemployed | St. James, NY | May 2014 - Aug 2014 | < 1 |
| First Empire Securities, Inc. | Hauppauge, NY | Sep 2007 - May 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
| S63 | Uniform Securities State Law Examination | Jan 2024 |
- NY
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Total Assets Under Management4MILLIONS
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Total Number of Accounts143ACCOUNTS
-
Average Account Value$26,298
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
LA, NJ, NY, TX
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