Advisor at Forza Wealth Advisory Services 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
Forza Wealth Advisory Services LLC
Location
Penfield, NY
Credentials
Series 65
Industry experience
4 years
Joseph Pecoraro is the sole advisor at Forza Wealth Advisory Services LLC in Penfield, NY, holding a Series 65 designation with four years of industry experience. He has worked at Forza Wealth Advisory Services LLC and Consiliarium Group LLC since 2016. Pecoraro’s other business activities include involvement with socialized broker commissions related to medical products sold at a group level. Forza Wealth Advisory Services LLC provides portfolio management and financial planning to a small client base, including high-net-worth individuals. The firm employs various analytical methods and trading strategies, operating primarily on a non-discretionary basis with an emphasis on client approval before trade execution.
Based on Forza Wealth Advisory Services LLC
$0 - $100,000: 1.25% $100,001 - $250,000: 1.10% $250,001 - $500,000: 0.95% $500,001 - $1,000,000: 0.80% $1,000,001 - $2,500,000: 0.65% $2,500,001+: 0.50%
$200 to $250 per hour
Penfield, NY
New York
Forza Wealth Advisory Services LLC
2016 - Present (10 years)
Consiliarium Group LLC
2016 - Present (10 years)
N/A
2015 - 2016 (1 year)
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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
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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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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