James Verlato is a registered investment advisor, based in Pittsburgh, PA, with 29 years of industry experience.
Location
88 Fort Couch Road, Suite 201, Pittsburgh, PA, 15241
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
James is a representative for Avantax Insurance Agency and/or Avantax Insurance Services, selling insurance products, spending minimal time on this activity. James is also a sole proprietor CPA since 1994.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
1st Global Capital CORP.Broker
1st Global Advisors INC
Mony Securities Corporation
Mony Securities CorporationBroker
Trusted Advisors
Trusted Securities Advisors CORP.Broker
State Registrations5 states
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.