JP
JP

John Piscitelli

41 Years of Experience
Virginia Beach, VA
1 DisclosureBroker

John Piscitelli is a registered investment advisor at Davenport & Company LLC, based in Virginia Beach, VA, with 41 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 17,724 clients with $25B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
338 advisors
Number of Clients
17,724 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$24.7B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $5.0M1.25%
$5M+1.00%

Rates shown are for standard equity wrap fee programs. Fixed-income only accounts range from 0.40% to 0.20%. Other specialized programs and fee structures are available.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Highwoods Centre, 477 Viking Drive Suite 200, Virginia Beach, VA, 23452

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 1988
Settled
Employment History
Current Registrations
Davenport & Company LLC
February 2005 - Present · 21 yrs 8 mos
Davenport & Company LLCBroker
February 2005 - Present · 21 yrs 8 mos
Previous Registrations
Ferris, Baker Watts IncorporatedBroker
July 2002 - February 2005 · 2 yrs 7 mos
Ferris, Baker Watts Incorporated
July 2002 - February 2005 · 2 yrs 7 mos
Scott & Stringfellow, INC.Broker
May 1999 - July 2002 · 3 yrs 2 mos
Scott & Stringfellow, INC.
April 1992 - July 2002 · 10 yrs 3 mos
Scott & Stringfellow, INC.Broker
February 1991 - May 1999 · 8 yrs 3 mos
Lehman Brothers INC.Broker
May 1988 - March 1991 · 2 yrs 10 mos
Dean Witter Reynolds INC.Broker
April 1985 - May 1988 · 3 yrs 1 mo
State Registrations24 states
AZCACOFLGAHIINKYMAMDMENCNJNMNVNYOHSCSDTNTXVAWAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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