Sandra Galdieri Kosiba (CRD# 1651500) is an Investment Advisor Representative working at Capital Wealth Investments in Scranton, PA and has over 19 years of experience in the finance industry.
CRD# 1667988
Trustmont Advisory Group, Inc.
CRD# 1620029
Blackridge Asset Management, LLC
CRD# 1040390
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mutual Securities, Inc. | Camarillo, CA | Jun 2017 - Current | 6 |
| Zullo Investment Group Dba Capital Wealth Investments | Scranton, PA | Apr 2017 - Current | 7 |
| Bernardo Wealth Planning, LLC | Scranton, PA | Dec 2017 - Feb 2021 | 3 |
| Platinum Wealth Partners | Scranton, PA | May 2017 - Dec 2017 | < 1 |
| Purshe Kaplan Sterling Investments, Inc. | Albany, NY | May 2017 - May 2017 | < 1 |
| Wells Fargo Clearing Services, LLC | Scranton, PA | Nov 2016 - May 2017 | < 1 |
| Wells Fargo Advisors LLC | Scranton, PA | May 2009 - Nov 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2004 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2008 |
- PA
- TX
-
Total Assets Under Management328MILLIONS
-
Total Number of Accounts1,396ACCOUNTS
-
Average Account Value$235,193
- A percentage of assets under your management
- 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
- Other
FL, MD, NC, NH, NJ, NY, OH, PA, SC, TX, VA
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