Advisor at Upstate Advisors Group
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Firm
Upstate Advisors Group
Location
North Syracuse, NY 13212
Credentials
Series 63, Series 65
Industry experience
26 years
Giovanni Vitale is a financial advisor at Upstate Advisors Group with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Cadaret, Grant & Co., Inc., Securities America Advisors, and Osaic Wealth, Inc. Outside of advisory roles, he is involved as an owner in a dry cleaning business. Upstate Advisors Group provides investment advisory and discretionary portfolio management services exclusively to Taft-Hartley pension plans. The firm employs a strategic, buy-and-hold asset-allocation approach combined with fundamental analysis to manage globally diversified portfolios.
Based on Upstate Advisors Group
Flat annual fees negotiated per client, generally ranging from $7,500 to $40,000 or more for asset allocation and investment advice without portfolio management.
$0 - $500,000: 1.00% annually $500,001 - $750,000: 0.75% annually $750,001+: 0.50% annually
453 South Main Street
North Syracuse, NY 13212
New York
OSAIC
2024 - Present (2 years)
OSAIC
2024 - Present (2 years)
Securities America Advisors
2018 - 2024 (6 years)
SECURITIES AMERICA, inc.
2018 - 2024 (6 years)
Upstate Advisors Group
2007 - Present (19 years)
J.S.D. and Associates, Inc.
2004 - Present (22 years)
Cadaret, Grant & Co., Inc.
1999 - 2018 (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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