Advisor at Riverside Capital Wealth LLC
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.
Firm
Riverside Capital Wealth LLC
Location
Lewiston, NY
Credentials
Series 63, Series 65
Industry experience
4 years
Anthony D'aloise is a financial advisor at Riverside Capital Wealth LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Equitable Advisors, LLC. Outside of finance, he has worked with the Boys & Girls Club. Riverside Capital Wealth LLC provides discretionary investment management and advisory services to individuals and high-net-worth clients. The firm builds portfolios using low-cost mutual funds, ETFs, individual securities, and derivatives, tailoring strategies to client objectives and risk tolerance.
Based on Riverside Capital Wealth LLC
1.50% annually (flat fee for all assets)
Lewiston, NY
New York
Riverside Capital Wealth, LLC
2024 - Present (2 years)
Equitable Advisors
2021 - 2024 (3 years)
SMS (Selective Staffing Solutions)
2021 - 2021 (1 year)
Boys & Girls Club
2021 - 2021 (1 year)
NFTA (Niagara Frontier Transportation Authority)
2019 - 2019 (1 year)
John Carroll University
2017 - 2021 (4 years)
Historical Square Apartments
2016 - 2018 (2 years)
Canisius High School
2013 - 2017 (4 years)
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Trust company
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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Series 65
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Fealty Group LLC
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Harvest Capital Assets, LLC
CFP®, ChFC®, Series 63
Amherst, NY
Mollot & Hardy, Inc.
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