VISCONTI & ASSOCIATES, A FINANCIAL SERVICES LLC

VISCONTI & ASSOCIATES, A FINANCIAL SERVICES LLC of VERONA, NJ is an SEC-registered investment adviser (CRD 129478). Regulatory assets under management: $24.9M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 129478
• Type: Registered investment adviser
• Location: 155 POMPTON AVE, VERONA, NJ, 07044
• Phone: 201-659-8852
• Latest filing: 2025-08-08
• Regulatory AUM: $24.9M
• Discretionary AUM: $24.9M
• Clients: 2
• Accounts: 242

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 129478 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search