GV
GV

Giuseppe Francesco Visconti

16 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
232 advisors
Number of Clients
6,729 clients
Average Client Portfolio
$874K average
Assets Under Management
$5.9B

Fee Structure

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Location

4080 Cavitt Stallman Road, Suite 200, Granite Bay, CA, 95746

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Giuseppe is a partner at Legacy Capital Management, LLC, which owns his investment advisory practice, dedicating about 10-20% of his time. He also owns rental property since 2014, spending minimal time on it.

Employment History
Current Registrations
Farther
May 2025 - Present · 9 mos
Onesource Wealth Management
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
March 2024 - January 2025 · 10 mos
Raymond James Financial Services Advisors, INC
June 2018 - January 2024 · 5 yrs 7 mos
Raymond James Financial Services, INC.Broker
June 2018 - January 2024 · 5 yrs 7 mos
Wells Fargo Clearing Services, LLC
October 2012 - June 2018 · 5 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
October 2012 - June 2018 · 5 yrs 8 mos
Citigroup Global Markets INC.
May 2011 - October 2012 · 1 yr 5 mos
Citigroup Global Markets INC.Broker
May 2011 - October 2012 · 1 yr 5 mos
Chase Investment Services CORP.Broker
December 2009 - May 2011 · 1 yr 5 mos
Chase Investment Services CORP.
December 2009 - May 2011 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - November 2009 · 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - November 2009 · 1 mo
Banc of America Investment Services, INC.
September 2008 - March 2009 · 6 mos
Banc of America Investment Services, INC.Broker
July 2008 - March 2009 · 8 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.