Salvatore Michael Di Costanzo

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2020 → 01/2023
  Arista Wealth Advisors, Ltd.
  Albany, NY
• 01/2015 → Present
  Maker, Fragale & Di Costanzo
  Rye, NY
• 06/2024 → Present
  Lpl Financial Llc
  Fort Mill, SC

Previous Registrations

• 2021-12-06 → 2023-01-05
  Arista Wealth Advisors, Ltd
  Albany, NY

Other Businesses

1. MAKER, FRAGALE & DI COSTANZO; NOT INVESTMENT RELATED; LAW FIRM; ATTORNEY START 2015. 2. DI COSTANZO & ASSOCIATES, LLC; NOT INVESTMENT RELATED; 2074 CROMPOUND RD, YORKTOWN HEIGHTS, NY 10598; TAX PREPARATION; MEMBER; START 2001; TAX PREPARATION.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-12-05

Other Names

• Salvatore Michael Dicostanzo