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).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Spano Advisory Services Inc.
Showing 1 - 1 of 1 top financial advisors.
Ray V. Spano
CRD#: 2478112
960 Route 6, Mahopac, NY 10541

Ray Spano (CRD# 2478112) is an Investment Advisor Representative working at Spano Advisory Services Inc. in Mahopac, NY and has over 19 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.

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