James
Piangozza
United Capital Financial Advisors
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About this Advisor
James Piangozza is a financial advisor based in Bethpage, New York, working with United Capital Financial Advisors. James has previously held positions at Goldman Sachs, Lion Street Financial, Total Financial Advisors, LLC, and United Capital Financial Advisers, LLC. James has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Connecticut, New York, and Texas. Currently, James is part of United Capital Financial Advisors, which operates out of Bethpage, New York. The firm has 47 offices and 288 employees. The firm manages assets totaling $17.7 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, publication of newsletters, educational seminars, and other services. The fee structure at United Capital Financial Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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United Capital Financial Advisors Brokerage Details
$17,693,379,042
288
49,991
$353,931
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
James Piangozza Work History
Lion Street Financial
United Capital Financial Advisers, LLC
Goldman Sachs
Total Financial Advisors, LLC
Disclosures
Please visit the SEC profile of James Piangozza to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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