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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

    • N/A
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • N/A
      Accounts
    • N/A
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

79

name start date
Jason Paul Collichio
March 2009
Brad R Zaglin
November 2015
John Michael Marinaccio
February 2018
Daniel R Drahos
June 2016
Madeline Ferreri
July 2019

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Jamie John Worden Member, Ceo May, 2008 75% or more
    Jerry Thomas Bileski Assistant Cco July, 2017 less than 5%
    Gregory Patrick Bodkin Cco July, 2017 less than 5%
    Richard Reiss Borgner Coo/Municipal Principal/Rosfp July, 2013 less than 5%
    Tiffany Anne Riordan Finop/Pfo June, 2019 less than 5%
      Source: FINRA

      Fees

      There is no compensation data available to display at this time