Robert
Dicostanzo
Bison Wealth, LLC
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About this Advisor
Robert Dicostanzo is a financial advisor based in Allendale, New Jersey, working with Bison Wealth, LLC. Robert has previously held positions at Truist Bank, Truist Advisory Services Inc, U.S. Trust Bank Of America, and Bison Wealth, LLC. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey. Currently, Robert is part of Bison Wealth, LLC, which operates out of Allendale, New Jersey. The firm has 25 offices and 47 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Bison Wealth, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bison Wealth, LLC Brokerage Details
$1,605,442,799
47
4,347
$369,322
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Robert Dicostanzo Work History
Bison Wealth, LLC
Truist Bank
Truist Advisory Services Inc
U.S. Trust Bank Of America
Disclosures
Please visit the SEC profile of Robert Dicostanzo 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 Bison Wealth, LLC
Atlanta, GA
Atlanta, GA
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Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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