Business Description

We would be happy to review your situation and provide you with our recommendations. I only choose to work with clients that would like to work with me personally on a long-term basis. I don't sell my clients anything. I recommend the steps they need to take to achieve their goals. Sometimes the recommendations involve investment or insurance products or programs, while other times the recommendations involve asset restructuring or re-registration. Each client is unique and we treat each client as such. We do not attempt to use a cookie-cutter approach for every client.

General Information

Gender:

Male

CRD#:

1264356

Years of Experience in Financial Services:

Foreign Languages Serviced:

Italian

Education

Academic Background

MBA, International Management - Fordham University

CLU, Chartered Life Underwriter -The American College

BS, Management -Connecticut State University

Services

Investment Types:

Stocks Mutual Funds, Alternative Investments, Bonds, Stocks, Annuities, International Investments, Bond Mutual Funds, Options, Real Estate

Qualifications & Memberships

Certifications, Accreditations & Designations:

AEP-Accredited Estate Planner, Masters of Business Administration, National Association of Insurance & Financial Advisors, Registered Investment Advisor (RIA) (State or SEC) or RIA representative, Certified Financial Planner, Chartered Life Underwriter, Insurance License (Life & Health; Long Term Care; Specify below)

Firm Information

Number of Advisors in Office:

Up to 10 employees

Assets Managed by Firm:

Yes

Compensation & Fees

Fee % Based on Assets:

Hourly Rate:

350

Additional Details on Charges:

1.00% the first $2,000,000,
0.75% the next $2,000,000,
0.50% the next $3,000,000,
0.35% the next $3,000,000
0.25% amount over $10,000,000

Prepared By:

Pasquale J Sacchetta