Dottie
Wojno

Avantax Advisory Services

CRD#3100454
Investment Advisor
in Saddle Brook, NJ

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About this Advisor

Dottie Wojno is a financial advisor who works in Saddle Brook, New Jersey with a total of 21 years of relevant experience. Wojno is an advisor for Avantax Advisory Services. Over the course of their career, they have held roles at Avantax Insurance Agency, LLC, Band Tax & Accounting Service and Avantax Investment Services, Inc. Wojno is able to work in New Jersey. Avantax Advisory Services is an advisory business based out of Coppell, TX. The investment advisory business has offices in 1,514 locations and a total of 2,433 advisors. It manages $31 billion in assets under management between its 123,393 accounts, making it one of the biggest firms in the country by assets under management. Of its 123,393 customer accounts, just 6% belong to high-net-worth individuals who have at least $1 million in investable assets. The firm offers a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial advisory fee schedules largely depend on which services the firm provides the client. Fee types charged by Avantax Advisory Services most likely include some combination of asset-based, fixed and other fees.

Years Registered*

21 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

49 Market St.
Saddle Brook, NJ 07663

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Avantax Advisory Services Brokerage Details

Total Assets Under Management

$30,968,246,116

NJ Average: $3,042,739,679
Total Number of Employees

2,433

NJ Average: 49
Total Number of Accounts

123,393

NJ Average: 2,315
Average Account Size

$250,972

NJ Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Dottie Wojno Work History

Dottie has been registered as a financial advisor for 21 years.*

2019 - Present (5 years)

Avantax Insurance Agency, LLC

1998 - Present (26 years)

Avantax Investment Services, Inc

1977 - Present (47 years)

Band Tax & Accounting Service

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Dottie Wojno to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Avantax Advisory Services

Nicholas Randone
Melville, NY
Travis Rivers
Mccordsville, IN
Gabriel Sandler
Ann Arbor, MI
Brandon Melton
Irving, TX
Jeanne Helmar
Lansdale, PA
Andrew Smith
Gadsden, AL
Denissia Gordon
Dallas, TX
Rosa Rosales
Irving, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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