A complete list of active advisors currently associated with PJ Scavuzzo, Inc.

Warmer can help you find a great advisor at PJ Scavuzzo, Inc. or one who fits your needs even better.

The firm provides discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, with a stated account minimum of $50,000 that the firm may waive in certain cases. Advisory relationships begin with a suitability assessment and are administered through independent custodians, with account activity and fee deductions reported to clients at least quarterly. The firm’s investment process draws on a broad set of methods — charting, technical and fundamental analysis, and cyclical analysis — and it uses both long-term and short-term trading approaches. It may employ margin, short sales, options, and other derivative or leveraged techniques when deemed suitable, monitors accounts on a continuous basis, and aggregates household accounts for fee breakpoints while employing block trading practices. Notable disclosures in the brochure include an explicit fiduciary rollover acknowledgement under PTE 2020‑02 that explains how rollovers can increase the firm’s assets under management and create financial conflicts, and the firm’s principal is also licensed as an insurance agent, a potential source of conflicts discussed in the brochure. As a small, solo-registered adviser managing roughly $16.35 million for about 66 clients, the combination of a wide tactical toolkit (derivatives, margin, short sales) and the firm’s stated flexibility in trading and account structuring is atypical among peers of similar size.

To learn more about the advisors currently working at PJ Scavuzzo, Inc., 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.