Kevin Visconti
Kevin Visconti is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Syracuse, NY, with 19 years of industry experience. Kevin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 2.25% |
| $750K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.
Fee Estimator
Location
333 West Washington Street, Suite 500, Syracuse, NY, 13202
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
Kevin is a co-owner of Diversified Capital Management, LLC, which facilitates securities, advisory, and insurance business, dedicating full-time hours to this. He also sells fixed insurance and works as a bartender, while acting as an IAR of ETFIDEA offering asset management and financial planning services about a quarter of his time.
Employment History
Current Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Previous Registrations
Etfidea, LLC
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Hsbc Securities (USA) INC.Broker
Chase Investment Services CORP.Broker
State Registrations11 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
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