FD
CFP
FD
CFP

Frank Decandido

19 Years of Experience
Staten Island, NY
BrokerSells Insurance

Frank Decandido is a CFP-designated registered investment advisor, based in Staten Island, NY, with 19 years of industry experience.

Location

Staten Island, NY

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Frank is an agent for Avantax Insurance Agency/Services, selling various annuity and insurance products since 2020, dedicating about 10-20% of his time. He also owns Frank J. DeCandido, CPA PLLC, providing accounting, tax preparation, and college planning services, while also marketing Avantax investment and insurance products, taking nearly full-time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
August 2021 - September 2025 · 4 yrs 1 mo
Avantax Investment Services, INC.Broker
September 2020 - September 2025 · 5 yrs
MML Investors Services, LLCBroker
June 2020 - September 2020 · 3 mos
MML Investors Services, LLCBroker
March 2017 - December 2018 · 1 yr 9 mos
Msi Financial Services, INC.Broker
September 2016 - March 2017 · 6 mos
Pruco Securities, LLC.Broker
July 2006 - September 2016 · 10 yrs 2 mos
H.D. Vest Investment ServicesBroker
December 2004 - August 2006 · 1 yr 8 mos
State Registrations3 states
MANJNY
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.
Frank Decandido - Financial Advisor | TrueAdvisor