A complete list of active advisors currently associated with Visconti & Associates, a Financial Services LLC

Warmer can help you find a great advisor at Visconti & Associates, a Financial Services LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Visconti & Associates, a Financial Services 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.