John San Filippo (CRD# 5579704) is an Investment Advisor Representative working at Your Choice Financial LLC in Saint Cloud, FL and has over 14 years of experience in the finance industry.
CRD# 5855622
Financial Harvest Wealth Advisors
CRD# 1009942
Ubs Financial Services Inc.
CRD# 4845592
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Your Choice Financial LLC | St. Cloud, FL | Apr 2022 - Current | 2 |
| Yci LLC | New York, NY | Nov 2021 - Current | 2 |
| Mdsurance LLC | Jericho, NY | Oct 2021 - Current | 2 |
| John Sanfilippo - Independent Insurance Agent | S. Cloud, FL | Jul 2019 - Current | 4 |
| Your Choice Advisors LLC | Jericho, NY | Feb 2016 - Current | 8 |
| Ruggieri Wealth Advisors, LLC | St. Cloud, FL | Jan 2022 - Jul 2022 | < 1 |
| Mml Investor Services | Melville, NY | Sep 2017 - Jan 2022 | 4 |
| Mml Investors Services, LLC | Melville, NY | Aug 2017 - Jan 2022 | 4 |
| Massmutual Life Insurance Co | Melville, NY | Aug 2017 - Jan 2022 | 4 |
| Park Ave Securities | New York, NY | Mar 2012 - Feb 2016 | 3 |
| Park Ave Securities LLC | Jericho, NY | Aug 2015 - Jan 2016 | < 1 |
| Guardian Life Ins Co | Jericho, NY | Sep 2011 - Jan 2016 | 4 |
| Storm Academy | Seaford, NY | Aug 2009 - Jan 2016 | 6 |
| Guardian Life Ins Co | New York, NY | Oct 2011 - Jul 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2009 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2021 |
- AL
- NY
- TX
-
Total Assets Under Management41MILLIONS
-
Total Number of Accounts119ACCOUNTS
-
Average Account Value$344,853
- A percentage of assets under your management
- 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)
AL, CA, FL, NV, NY, TX, WI
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.