![Angelo Costanza, financial advisor Victor NY](/img/ws/profile-blank-sq.png)
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.
![Craig Abbott, financial advisor Victor NY](/img/ws/profile-blank-sq.png)
CRD# 3063370
Manning & Napier Advisors, LLC
![Susan Acker, financial advisor Victor NY](/img/ws/profile-blank-sq.png)
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
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.