Frank Fiumecaldo, financial advisor Yardley PA

Frank Fiumecaldo

CRD Number: 6915768
Current Firm: Aventine Financial Group

Frank Fiumecaldo (CRD# 6915768) is an Investment Advisor Representative working at Aventine Financial Group in Yardley, PA and has 1 year of experience in the finance industry. Frank Fiumecaldo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Aventine Financial Group, LLC Doylestown, PA Feb 2018 - Current 4
R.w. Roge & Company Bohemia, NY Dec 2012 - Feb 2018 5

Frank Fiumecaldo has no recent exams reported.
Contact Info for Frank J. Fiumecaldo
Phone Number: (212) 269-2512
Registered State(s):
  • FL
  • NJ
  • NY
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    78
    MILLIONS
  • Total Number of Accounts
    162
    ACCOUNTS
  • Average Account Value
    $483,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

FL, NJ, NY, PA, TX

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