Kevin Piscitelli
Kevin Piscitelli is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Orange, CT, with 11 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,575 clients with $13B 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 $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.50% |
Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $45 (except as set forth below under “Fee Reductions”). For Accounts that qualify for a reduced Advisory Fee to the lowest Advisory Fee shown on the chart, such Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $18.75.
Fee Estimator
Location
380 Boston Post Rd, Orange, CT, 06477
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
April 2019Other Business ActivitiesSells Insurance
Kevin is a 100% owner of KAP Global Solutions, Inc., providing consulting services to transportation, distribution, and relocation companies. He also owns Kevin Piscitelli's Insurance Agency as an agent for State Farm, dedicating about half his time to servicing customers and supervising employees. Additionally, Kevin is a board member of the Orange Economic Development Corporation, spending minimal time on this role.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.
State Farm Vp Management CORP.Broker
Previous Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
State Registrations2 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.