Spano Advisory Services Inc.

Spano Advisory Services Inc. (CRD# 113588) is a financial advisory firm headquartered in Mahopac, NY. They manage $35,558,641 in 82 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
960 Route 6, Mahopac, NY 10541
https://www.spanoadvisory.com
By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    82
    ACCOUNTS
  • Average Account Value
    $433,642
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
The map below shows states where this firm has explicit registration only.

CT, NY

Financial Advisors at Spano Advisory Services Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Ray Spano, financial advisor Mahopac NY
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 27 years 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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