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Brian Abbondandolo

Abbondandolo Wealth Management Corp

Glen Cove, NY

CRD 6255377

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Employer firm

Abbondandolo Wealth Management Corp CRD 168081

$125M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Abbondandolo Wealth Management Corp

220B Glen Cove Ave, Glen Cove, NY 11542 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-08-20
CT RA APPROVED 2015-01-23
  • NY RA
    APPROVED
    Since 2021-08-20
  • CT RA
    APPROVED
    Since 2015-01-23

Branch Locations

220B Glen Cove Ave, Glen Cove, NY 11542 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Abbondandolo & Company Cpa'S Llp Glen Cove NY 01/2010 Present
Abbondandolo Wealth Management Corp Glen Cove NY 01/2015 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-01-15
  • S65 Uniform Investment Adviser Law Examination
    2015-01-15
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

AMERICAN WEALTH ADMINISTRATION GROUP LLC
SOVEREIGN GLOBAL ADVISORS LLC
J.P. MORGAN SECURITIES LLC

Nearby Investors

KEVIN JOHN HUGHES
JONATHAN SOLOMON LIFSCHUTZ
TIMOTHY JOHN HUGHES

Nearby Offices

AMERICAN WEALTH ADMINISTRATION GROUP LLC · GLEN COVE, NY
AMERICAN WEALTH ADMINISTRATION GROUP LLC · Glen Cove, NY
AMERICAN WEALTH ADMINISTRATION GROUP LLC · GLEN COVE, NY

More in Glen Cove, NY

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