John Picardi
John Picardi is a registered investment advisor at Bison Wealth, LLC, based in Albany, NY, with 21 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning. Their firm serves 3,152 clients with $2.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bison Wealth charges an advisory fee based on a percentage of the value of your account. The exact percentage is negotiable but will not exceed 2.0% annually. This fee covers investment advice and account servicing. Clients participating in the Overlay Program will be charged an additional fee not exceeding 1% of the Overlay Value. If third-party managers are used, clients will pay separate fees to those managers.
Location
80 State Street, Albany, NY, 12207
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2010Regulatory
May 1996Other Business ActivitiesSells Insurance
John is an investment advisor representative (IAR) with Bison Wealth, LLC DBA John Picardi & Associates since June 2022, spending nearly full-time managing client accounts. He also works as an agent selling fixed/traditional insurance products for two companies, dedicating a few hours per week to each.
Employment History
Current Registrations
Bison Wealth, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Bison Wealth, LLC
Metric Financial, LLCBroker
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Money Concepts Capital CORP
Money Concepts Capital CORPBroker
Investment Advisors International, INC.
World Group Securities, INC.Broker
State Registrations6 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.