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Current Employers
Visconti & Associates, A Financial Services Llc

155 Pompton Ave Suite 203-1, Verona, NJ 07044 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-02-20
  • NJ RA
    APPROVED
    Since 2024-02-20

Branch Locations

155 Pompton Ave Suite 203-1, Verona, NJ 07044 • 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
Montclair State University Montclair NJ 01/2017 Present
Montclair State University Montclair NJ 09/2016 08/2019
  • 01/2017 → Present
    Montclair State University
    Montclair, NJ
  • 09/2016 → 08/2019
    Montclair State University
    Montclair, NJ
Previous Registrations
Other Businesses

Realty Management Advisors, LLC (RMA) - non-investment related. 1008 Fording Island Road - Suite D. Bluffton, SC 29910. Property Management company for real estate portfolio/properties. Partner/Member - 01/2023. No market hours - 2 to 3 per week or 8 to 12 hours per month. Residential property management for portfolio of real estate. RMA is affiliated with Sterling Adams, LLC. No relationship or affiliation to Advisor Firm. Sterling Adams, LLC - non-investment related. Real Estate property ownership. 10 Stirling Lane. Wayne, NJ 07470. Personal property owned inside of the LLC for purpose of real estate portfolio. Partner/Member - 06/2020. No marketing hours - 1 hour per week or 2 to 4 hours per month. Sterling Adams, LLC is an affiliate of Realty Management Advisors, LLC. No relationship or affiliation to Advisor Firm.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-21
  • S65 Uniform Investment Adviser Law Examination
    2022-09-21

View on SEC IAPD

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