John Italiano
John Italiano is a registered investment advisor at Planmember Securities Corporation, based in Irvington, NY, with 15 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B 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 | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
One Bridge Street, Suite 70, Irvington, NY, 10533
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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 Activities
John sells unwanted coins on Ebay as a hobby since 2002. This activity requires minimal time.
Employment History
Current Registrations
Planmember Securities CorporationBroker
Planmember Securities Corporation
Previous Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Capfinancial Securities, LLC.Broker
Captrust
Cammack Retirement Group
Cammack Larhette Brokerage, INC.Broker
Neuberger Berman Bd LLC
Neuberger Berman Bd LLCBroker
Fidelity Brokerage Services LLCBroker
UBS Financial Services INC.Broker
Pruco Securities, LLC.Broker
State Registrations18 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.