Frank Congilose, financial advisor Wall Township NJ
96 score

Frank Congilose

CRD Number: 1047746
Current Firm: Park Avenue Securities LLC

Frank Congilose (CRD# 1047746) is an Investment Advisor Representative working at Park Avenue Securities LLC in Wall Township, NJ and has over 22 years of experience in the finance industry. Frank Congilose 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
Guardian Life Insurance Wall, NJ Oct 2016 - Current 1
Park Avenue Securities Wall, NJ Oct 2016 - Current 1
C & A Financial Group Wall, NJ Apr 2006 - Current 12
Congilose & Associates Wall, NJ Apr 1982 - Current 36
Park Avenue Securities LLC Manasquan, NJ May 1999 - Oct 2016 17
Guardian Life Insurance Company Manasquan, NJ Nov 1991 - Oct 2016 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1995
S65 NASAA Investment Advisors Law Examination Apr 2001
Contact Info for Frank Congilose
Phone Number: 1-888-600-4667
Registered State(s):
  • AZ
  • CA
  • HI
  • NH
  • NM
  • SC
  • WV
  • CT
  • DC
  • FL
  • GA
  • MD
  • MI
  • MO
  • NJ
  • VA
  • WA
By the Numbers
  • Total Assets Under Management
    2,821
    MILLIONS
  • Total Number of Accounts
    15,391
    ACCOUNTS
  • Average Account Value
    $183,263
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
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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