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Mario Veneroso

Veneroso Wealth Management
16 Years of Experience
Woodbury, NY
1 Disclosure
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Mario Veneroso is a registered investment advisor at Veneroso Wealth Management, based in Woodbury, NY, with 16 years of industry experience. Mario operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 362 clients with $300M in assets under management.

Veneroso Wealth Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
362 clients
Average Client Portfolio
$825K average
Assets Under Management
$298.8M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $5.0M1.25%
$5.0M - $10.0M1.00%
$10M+1.00%

Fees for amounts over $10 million are custom. Veneroso Wealth Management may customize billing using fixed fees or breakpoints, and may group related client accounts for householding discounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1000 Woodbury Rd Suite 404, Woodbury, NY, 11797

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History

Regulatory History (1)
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Employment Separation After Allegations
May 2026
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Mario is a notary in Garden City, NY, but this activity is not investment-related and requires minimal time. Although Mario is an attorney, he does not practice law and receives no commissions.

Employment History
Current Registrations
Veneroso Wealth Management
June 2026 - Present · 4 mos
Previous Registrations
Kingsview Wealth Management, LLC
January 2019 - May 2026 · 7 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
May 2012 - January 2019 · 6 yrs 8 mos
Wells Fargo Clearing Services, LLC
May 2012 - January 2019 · 6 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2012 - May 2012 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2012 - May 2012 · 2 mos
Brookville Capital PartnersBroker
August 2010 - March 2012 · 1 yr 7 mos
State Registrations1 state
NY
Advisor

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
No exam information available for this advisor.
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