Charles
Prestigiacomo

Advantage Wealth Advisors

CRD#1830382
Investment Advisor
in Corrales, NM

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About this Advisor

Charles Prestigiacomo is a financial advisor based in Corrales, New Mexico, working with Advantage Wealth Advisors. Charles has previously held positions at First Allied Securities, Inc, Advantage Wealth Advisors, Lpl Financial, LLC, and First Allied Advisory Services, Inc. Charles has passed the Series 63 regulatory exam and is registered to provide services in California and New Mexico. Currently, Charles is part of Advantage Wealth Advisors, which operates out of Corrales, New Mexico. The firm has 3 offices and 6 employees. The firm manages assets totaling $136.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Advantage Wealth Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

304 C De Baca Rd.
Corrales, NM 87048

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Advantage Wealth Advisors Brokerage Details

Total Assets Under Management

$136,450,000

NM Average: $7,578,581,321
Total Number of Employees

6

NM Average: 43
Total Number of Accounts

215

NM Average: 3,727
Average Account Size

$634,651

NM Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Charles Prestigiacomo Work History

2017 - Present (7 years)

Advantage Wealth Advisors

2015 - Present (9 years)

Lpl Financial, LLC

2012 - 2015 (3 years)

First Allied Advisory Services, Inc

2005 - 2015 (10 years)

First Allied Securities, Inc

Disclosures

Please visit the SEC profile of Charles Prestigiacomo 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 Advantage Wealth Advisors

Milton Guzman
Alamo, CA
Dwight Peterson
Alamo, CA
Virgil Threlkeld
Alamo, CA
Charles Prestigiacomo
Corrales, NM

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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