Alfonso Vigliotti
Alfonso Vigliotti is a registered investment advisor at US Wealth Management Advisors, LLC, based in New York, NY, with 27 years of industry experience. Alfonso operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 5 clients with $1.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
US Wealth Management Advisors offers investment management for client assets. They provide recommendations, but you authorize all transactions. The annual management fee can be up to 2% of your portfolio, and it's negotiable based on factors like the size of your account and the complexity of your situation. Fees are charged quarterly.
Location
New York, NY
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2010Customer Dispute
June 2001Other Business Activities
Alfonso is the Founder and President of Wealth Management Centers, LLC, providing general business consulting services since 2003. This activity takes about half of his time.
Employment History
Current Registrations
US Wealth Management Advisors, LLC
Previous Registrations
Liberty Associates, INC.Broker
Liberty Associates, INC.Broker
US Wealth Management Advisors
Liberty Associates, INC.Broker
TradingblockBroker
Liberty Partners Capital Management, LLC
Liberty Partners Financial Services, LLCBroker
Maxim Group LLCBroker
Newbridge Securities CorporationBroker
Wallstreet*e Financial Services, INC.Broker
Wealth Management Centers, LLC
Maxim Group LLCBroker
Investec Ernst & CompanyBroker
Stuart, Coleman & CO., INC.Broker
Gkn Securities CORP.Broker
State Registrations1 state
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.