Agostino Vincent Coccia

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 01/2019 → 05/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pittsford, NY
• 02/2018 → 01/2019
  Fuccillo Kia Of Greece
  Rochester, NY
• 01/2018 → 09/2018
  Pizza Hut
  Webster, NY
• 06/2016 → 12/2018
  Small Firm Consulting, Llc
  Fairport, NY
• 03/2012 → 10/2016
  Coccia Law Firm, Pllc (Organized In Ok, Authorized In Ny)
  Rochester And Buffalo, NY
• 07/2024 → Present
  Edward Jones
  Penfield, NY

Previous Registrations

• 2019-05-21 → 2024-06-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pittsford, NY

Exams

• S66 Uniform Combined State Law Examination
  2019-05-17

Other Names

• Agostino Coccia
• Agostino Vincent Coccia
• Augie Coccia
• Agostino V Coccia