Anthony
Visintin

Federmann Financial Advisors Inc

CRD#7393674
Investment Advisor
in Rocky Point, NY

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About this Advisor

Anthony Visintin is a financial advisor working in Rocky Point, New York with 2 years of industry experience. Visintin currently works for Federmann Financial Advisors Inc. Throughout their career, they have worked at Synergy Storage Group, Federmann Financial Advisors, Greggs Landscaping, Saint Leo University and Shoreham Wading River High School. Visintin holds a Series 65 license, certifying them as an investment advisor representative, and is registered to operate in New York. Federmann Financial Advisors Inc is an advisory business that has its headquarters in Rocky Point, NY. It manages $62 million in total assets between its 148 client accounts, making it one of the smaller investment advisory firms in the country by assets under management. Of its 148 client accounts, 45% are held by high-net-worth investors who have more than $1 million in investable assets. Federmann Financial Advisors Inc has a few services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules usually depend on the type of services provided. However, fees billed by Federmann Financial Advisors Inc may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

745 Route 25A, Suite C
Rocky Point, NY 11778

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Federmann Financial Advisors Inc Brokerage Details

Total Assets Under Management

$61,832,625

NY Average: $7,464,549,021
Total Number of Employees

4

NY Average: 88
Total Number of Accounts

148

NY Average: 3,892
Average Account Size

$417,788

NY Average: $1,917,921

Investment Advisory Services

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

Anthony Visintin Work History

Anthony has been registered as a financial advisor for 2 years.*

2020 - Present (4 years)

Federmann Financial Advisors

2020 - 2020 (< 1 year)

Greggs Landscaping

2018 - 2020 (2 years)

Synergy Storage Group

2014 - 2020 (6 years)

Saint Leo University

2010 - 2014 (4 years)

Shoreham Wading River High School

*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 Anthony Visintin 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 Federmann Financial Advisors Inc

Anthony Visintin
Rocky Point, NY
Lisa Kelly
Rocky Point, NY
Robert Kleinman
Port Washington, NY

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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