Visconti & Associates, a Financial Services LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$23,883,886
Clients
158
Advisors
2
of 2 employees
About
Visconti & Associates is a small, fee‑only registered investment adviser that provides discretionary and non‑discretionary portfolio management as well as stand‑alone financial planning and consulting to individuals, trusts, estates and business entities. The firm conducts an initial assessment of client objectives, delivers ongoing monitoring, and may refer clients to unaffiliated professionals for implementation while leaving final decisions to the client.
Investment decisions draw on both fundamental and technical analysis across equities, fixed income, mutual funds and ETFs, and the firm may allocate portions of portfolios to unaffiliated independent managers. It uses a range of time horizons — long‑term, short‑term and trading — treats cash as an asset class and may hold significant cash positions for defensive purposes, and it can employ higher‑risk tools such as margin and options.
Notably, the firm documents arrangements with a national custodian platform and typically recommends Charles Schwab for custody and clearing, receiving operational and client‑service support from that custodian while advisory fees are debited through the custodian. The brochure also discloses written policies on personal trading and a code of ethics, states that the firm does not participate in wrap fee programs or accept performance‑based fees, and reports no disciplinary history.
Client services
Expertise
Fee options
Fixed fees generally range from $1,000 to $3,500 for financial planning and consulting services.
$0 - $5,000,000: 1.00% More than $5,000,000+: Negotiable
$150 to $200 per hour for financial planning and consulting services.
Fee-only: Investment advisory fees based on assets under management; financial planning fees fixed between $1,000 and $3,500; hourly rate $150 to $200.
Main office
155 Pompton Ave, Suite 203 1
Verona NJ 07044
Advisors at this office
2
Most active in
New Jersey
Also doing business as
Gregory M Visconti · Gregory M. Visconti D/B/A Visconti & Associates · Neopolitan Capital Group · Neopolitan Capital Group, LLC · Sterling Adams Advisors · Visconti & Associates A Financial Services Co · Visconti & Associates, A Financial Services LLC · Visconti, Cirinelli & Associates, A Financial Services Co. · Visconti, Darby & Associates
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Gregory V
Series 63
Verona, NJ
Visconti & Associates, a Financial Services LLC
Gregory Visconti is a financial advisor at Visconti & Associates, a Financial Services LLC, with 19 years of industry experience. He holds a Series 63 designation and has been with Visconti & Associates since 2002. Outside of his advisory role, he is also a licensed real estate agent with FJD Realty LLC. Visconti & Associates is a fee-only registered investment adviser serving individuals, trusts, estates, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, using both fundamental and technical analysis across various asset classes and may allocate portfolios to independent managers.
Angelo C
Series 65
Verona, NJ
Visconti & Associates, a Financial Services LLC
Angelo Cirinelli is a financial advisor at Visconti & Associates, a Financial Services LLC, holding a Series 65 designation with three years of industry experience. He has also worked at Montclair State University since 2016. Outside of his advisory role, he is a partner and member of Realty Management Advisors, LLC and Sterling Adams, LLC, both property management and real estate ownership companies. Visconti & Associates is a fee-only registered investment adviser serving individuals, trusts, estates, and business entities with portfolio management and financial planning services. The firm uses a combination of fundamental and technical analysis across various asset classes and may allocate assets to unaffiliated independent managers while typically recommending Charles Schwab for custody and clearing.
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