Spano Advisory Services Inc.
Spano Advisory Services Inc. (CRD# 113588) is a financial advisory firm headquartered in Mahopac, NY. They manage $23,124,000 in 225 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management23MILLION
Total Number of Accounts225ACCOUNTS
Average Account Value$102,773
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Ray Spano (CRD# 2478112) is an Investment Advisor Representative working at Spano Advisory Services Inc. in Mahopac, NY and has over 20 years of experience in the finance industry. Ray Spano 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.