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Advisor Services

  • Financial Planning

  • Pension Consulting


Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types



No timeline events available.
Employer Years Dates
Woodbury Financial Services Inc 1 year, 4 months Jun 2015 - Present
Lpl Financial LLC (Formerly: Linsco/Private Ledger) 7 years, 7 months Oct 2007 - May 2015
Oppenheimer & Co., Inc. 3 years Oct 2004 - Oct 2007
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Salvatore Francis Agnello?
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Designations & Memberships

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Articles and Answers

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Licenses & Conducts

U.S. Securities and Exchange Commission
  • license status
    Not registered
  • disclosures
  • as of date
    Jun 5, 2015
  • license status
  • disclosures
  • as of date
    May 22, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:


Woodbury Financial Services, Inc.

Last updated on June 7, 2016
    • $2.7B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 15K
    • $180.3K
      Estimated Average Account Balance


Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions
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