PC
PC
Philip Canzoneri
30 Years of Experience
Hicksville, NY
2 DisclosuresBroker
Philip Canzoneri is a registered investment advisor at Wells Fargo Advisors, based in Hicksville, NY, with 30 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
161 Levittown Pkwy, Ste 14, Hicksville, NY, 11801
Get directionsHistory
Regulatory History (2)
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Customer Dispute
July 2008Denied
Customer Dispute
December 2001Settled
Other Business Activities
Philip has 100% ownership in Second Level Wealth LLC since 2015, which is investment-related. He dedicates minimal time to this activity.
Employment History
Current Registrations
Wells Fargo Advisors
July 2021 - Present · 4 yrs 10 mos
Wells Fargo Advisors Financial Network, LLCBroker
July 2015 - Present · 10 yrs 10 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
January 2005 - July 2015 · 10 yrs 6 mos
Morgan Stanley Dw INC.Broker
August 1999 - January 2005 · 5 yrs 5 mos
Salomon Smith Barney INC.Broker
September 1995 - September 1999 · 4 yrs
State Registrations17 states
AZCACTFLINMAMDMEMONCNJNYPARISCTNVA
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.