A complete list of active advisors currently associated with Scamardo Financial LLC

Warmer can help you find a great advisor at Scamardo Financial LLC or one who fits your needs even better.

Scamardo Financial provides portfolio management, financial planning and pension consulting to individual clients and pension or profit‑sharing plans. As of March 17, 2025, the firm reports roughly 53 client accounts with about $9.5 million in assets under management, the vast majority of which are managed on a non‑discretionary basis. The firm uses fundamental analysis and favors long‑term purchase strategies, documenting objectives in an investment policy statement tailored to each client. Recommendations are implemented with client approval; the adviser typically executes approved trades under a limited trading authorization and conducts monthly account reviews with quarterly commentary. Compared with peers, the firm’s emphasis on non‑discretionary management and its offering of pension consulting are notable — both are relatively uncommon among independent advisers. The firm also discloses limited custody arrangements for fee deduction, and all advisory functions are handled by the firm’s principal, who holds a CFP® designation.

To learn more about the advisors currently working at Scamardo Financial LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.