Sam Digiovanni is a registered investment advisor, based in Parsippany, NJ, with 4 years of industry experience.
Location
600 Parsippany Rd., Suite 206, Parsippany, NJ, 07054
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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.
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Sam is a Financial Planning Support Associate at Avantax Insurance Agency and/or Avantax Insurance Services. While insurance licensed, Sam does not sell insurance but assists Financial Professionals with applications and service, dedicating minimal time to this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Avantax Planning Partners, INC.
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations9 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.