Visconti & Associates, a Financial Services LLC

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Client assets under management

$23,883,886

Clients

158

2% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$151,164

About

Visconti & Associates is a small, fee‑only registered investment adviser that provides discretionary and non‑discretionary portfolio management as well as stand‑alone financial planning and consulting to individuals, trusts, estates and business entities. The firm conducts an initial assessment of client objectives, delivers ongoing monitoring, and may refer clients to unaffiliated professionals for implementation while leaving final decisions to the client.

Investment decisions draw on both fundamental and technical analysis across equities, fixed income, mutual funds and ETFs, and the firm may allocate portions of portfolios to unaffiliated independent managers. It uses a range of time horizons — long‑term, short‑term and trading — treats cash as an asset class and may hold significant cash positions for defensive purposes, and it can employ higher‑risk tools such as margin and options.

Notably, the firm documents arrangements with a national custodian platform and typically recommends Charles Schwab for custody and clearing, receiving operational and client‑service support from that custodian while advisory fees are debited through the custodian. The brochure also discloses written policies on personal trading and a code of ethics, states that the firm does not participate in wrap fee programs or accept performance‑based fees, and reports no disciplinary history.

Client services

Financial planning Portfolio management

Expertise

Wealth management Active portfolio management

Fee options

Fixed

Fixed fees generally range from $1,000 to $3,500 for financial planning and consulting services.

Percentage

$0 - $5,000,000: 1.00% More than $5,000,000+: Negotiable

Project-based

$150 to $200 per hour for financial planning and consulting services.

Other

Fee-only: Investment advisory fees based on assets under management; financial planning fees fixed between $1,000 and $3,500; hourly rate $150 to $200.

Main office location

Visconti & Associates, a Financial Services LLC

155 Pompton Ave, Suite 203 1

Verona NJ 07044, United States

Number of offices

Most active in

New Jersey

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

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.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 201-659-8852

Advisors at this firm

Gregory V

Series 63

Verona, NJ

Visconti & Associates, a Financial Services LLC

Gregory Visconti is a financial advisor at Visconti & Associates, a Financial Services LLC, with 19 years of industry experience. He holds a Series 63 designation and has been with Visconti & Associates since 2002. Outside of his advisory role, he is also a licensed real estate agent with FJD Realty LLC. Visconti & Associates is a fee-only registered investment adviser serving individuals, trusts, estates, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, using both fundamental and technical analysis across various asset classes and may allocate portfolios to independent managers.

Wealth management Active portfolio management

Angelo C

Series 65

Verona, NJ

Visconti & Associates, a Financial Services LLC

Angelo Cirinelli is a financial advisor at Visconti & Associates, a Financial Services LLC, with two years of industry experience. He holds a Series 65 designation. His prior work includes roles at Montclair State University and C&A Marketing. Outside of his advisory role, he is a partner in two real estate-related companies, Realty Management Advisors, LLC and Sterling Adams, LLC. Visconti & Associates is a fee-only registered investment adviser serving individuals, trusts, estates, and business entities. The firm provides discretionary and non-discretionary portfolio management as well as financial planning and consulting, utilizing both fundamental and technical analysis across various asset classes.

Wealth management Active portfolio management

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