Alfred Polizzotto
Alfred Polizzotto is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Freehold, NJ, with 28 years of industry experience. Alfred is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.
Fee Estimator
Location
303 West Main Street, Suite 410, Freehold, NJ, 07728
Get directionsHistory
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
Alfred sells fixed insurance under Dynasty Advisors, LLC. He is also an attorney and owner of Polizzotto & Polizzotto, LLC, a law firm.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Securities America Advisors, INC.
Securities America, INC.Broker
Advanced Planning Securities, INC.Broker
State Registrations2 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.
Exams
More Advisors
- Patrice Rizzo, CFPKestra Advisory Services, LLC
- William GrundigKestra Advisory Services, LLC
- Eric ColellaKestra Advisory Services, LLC
- Alexander Saulon, CFPKestra Advisory Services, LLC
- Ronald Lomangino, ChFCKestra Advisory Services, LLC
- Earl Mckenzie, CFPCetera Investment Advisers LLC