Adv Investment Management

Adv Investment Management (CRD# 125326) is a financial advisory firm headquartered in , . They manage $23,288,028 in 27 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    27
    ACCOUNTS
  • Average Account Value
    $862,520
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Adv Investment Management
Showing 1 - 1 of 1 top financial advisors.
1
Anthony Devito, financial advisor New Rochelle NY
Anthony J. Devito
CRD#: 4636629
New Rochelle, NY

Anthony Devito (CRD# 4636629) is an Investment Advisor Representative working at Adv Investment Management in New Rochelle, NY and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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