Loretta Costa Vitale

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 03/2009 → Present
  Raymond James Financial Services
  State Island, NY
• 03/2009 → Present
  Lcv Wealth Management Solutions, Inc
  Staten Island, NY
• 03/2009 → Present
  Raymond James Financial Services Advisors, Inc.
  Staten Island, NY
• 07/2015 → Present
  Independent Contractor
  Staten Island, NY

Other Businesses

(1)Name of Business: Address: 25 Mountain View Esates Road, East Jewett , NY, 12424, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Other Investment Related: No Start Date: 09/17/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: attend HOA meetings by phone, email and annually in person regarding the Condo's common grounds to determine if any repairs or beautification is needed, wanted or recommended.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-02-10
• S63 Uniform Securities Agent State Law Examination
  1999-08-31

Other Names

• Loretta Costa Ryan
• Loretta Crispiano
• Loretta Costa
• Loretta Crispiano
• Loretta Costa Crispiano
• Loretta Costa