Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
18 years
Location
Leechburg, PA 15656
Eagle Strategies (NY Life)
Enterprise
Frank Amato II is a financial advisor with Eagle Strategies (NY Life) based in Leechburg, PA, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with Eagle Strategies since 2015 and concurrently operates Amato Financial Services, a registered investment advisory firm. Outside of his advisory roles, he owns and operates a retail floor covering store. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.
Based on Eagle Strategies (NY Life)
Based on Eagle Strategies (NY Life)
One-time seminar fees generally range from $35 to $200 per attendee
$0+: 0% to 1.25% (for Co-Advisory Program, fees to Eagle are negotiable and range from 0% to 1.25%) 0+: Up to 0.80% of plan assets or up to $100,000 flat amount (for Eagle Retirement Plan Consulting Program; fees are negotiable and may be tiered) 0+: 0.05% to 0.80% of plan assets or up to $100,000 flat amount (for ERISA Investment Manager Program; fees are negotiable and may be tiered) $0+: 0% to 1% of Accumulation Value (for New York Life Premier Advisory Variable Annuity; advisory fee payable to Eagle)
Fee-based hourly advice ranges from $100 to $400 per hour
Ongoing Subscription Agreement for financial plans with fees agreed for five years, payable annually, monthly or quarterly
Account minimum: $25,000 (for New York Life Premier Advisory Variable Annuity) with no minimums clearly stated for other programs; some third-party managers and co-advisers may have minimums, which can be waived or charged additional fees if below minimums Minimum fee: Financial planning fees generally range from $500 to $45,000 per plan Fee-only: Financial planning fees ranging from $500 to $45,000 and fee-based hourly advice generally $100 to $400 per hour
Leechburg, PA
165 3rd Street, Leechburg Professional Building
Leechburg PA 15656
Advisors at this office
1
Pennsylvania
18 years of industry experience
Eagle Strategies (NY Life)
2015 - Present • 11 years
Leechburg, PA
Amato Financial Services
2009 - Present • 17 years
Leechburg, PA
Nylife Securities, LLC
2007 - Present • 19 years
Pittsburgh, PA
New York Life Insurance Co.
2007 - Present • 19 years
Pittsburgh, PA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Sarver, PA
Convivia Financial LLC
Randall Mielecki is a financial advisor at Convivia Financial LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill Lynch, National Cooperative Bank, and Edward Jones. Convivia Financial LLC is an independent advisory firm providing non-discretionary direct asset management and financial planning services to individuals and high net worth clients. The firm constructs portfolios based on Modern Portfolio Theory and tailored client objectives, requiring client approval before executing transactions.
Series 65
Lower Burrell, PA
SFR Wealth LLC
Richard Nulph is a financial advisor at SFR Wealth LLC with seven years of industry experience. He holds a Series 65 designation and has been involved in multiple ventures, including Safety First Retirement LLC and The Nulph Group, with experience spanning over 20 years in financial services. Outside of advisory roles, he is also a licensed insurance producer affiliated with an insurance and retirement-planning business. SFR Wealth LLC provides discretionary portfolio management and integrated financial and retirement planning primarily for middle-income households approaching or living in retirement. The firm employs a long-term, model-based allocation approach focused on broad-market ETFs, with client-specific adjustments, and conducts at least semiannual account reviews.
CFP®, Series 63
Pittsburgh, PA
Centerview Wealth Advisors, LLC
Clinton Guyaux is a CERTIFIED FINANCIAL PLANNER™ at Centerview Wealth Advisors, LLC, with 20 years of industry experience. He has worked at Centerview since 2014 and previously held positions at MassMutual Life Insurance Company and Guardian Life. In addition to his advisory role, he is a licensed insurance agent and occasionally offers insurance products to clients. Centerview Wealth Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs a disciplined investment process that includes discretionary trading authority and integrates various analytical methods to tailor investment strategies.
Series 63, Series 66
Oakmont, PA
Invicta Advisors LLC
Kristin Pearson is a financial advisor at Invicta Advisors LLC with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at The Coury Firm and FSC Securities Corp. Invicta Advisors provides portfolio management, financial planning, and consulting services to individual clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm’s investment approach integrates fundamental, quantitative, and qualitative analysis and offers a variety of advisory arrangements, including both discretionary and non-discretionary services.
Oakmont, PA
Invicta Advisors LLC
Aimee Toth is a financial advisor with Invicta Advisors LLC, holding 19 years of industry experience. She has worked at Invicta Advisors and Invicta Capital LLC since 2018 and was previously with Trustmont Financial Group and Trustmont Advisory Group. In addition to her advisory role, she practices law at Three Rivers Law Partners. Invicta Advisors provides portfolio management, financial planning, and consulting services to individual clients, pension plans, charitable organizations, and corporate entities. The firm uses a combination of fundamental, quantitative, and qualitative analysis in its investment approach and offers a variety of advisory arrangements, including discretionary and non-discretionary services.
Series 65
Pittsburgh, PA
Centerview Wealth Advisors, LLC
Matthew Guyaux is a financial advisor at Centerview Wealth Advisors, LLC with 11 years of industry experience. He holds a Series 65 credential and has been with Centerview since 2015. In addition to his advisory role, Guyaux is a licensed insurance agent and occasionally offers clients products from this capacity. Centerview Wealth Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs a comprehensive investment approach that integrates fundamental, technical, and quantitative analysis, offering a range of investment options while maintaining written Investment Policy Statements tailored to client goals.
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