Sandra
Galdieri Kosiba
Capital Wealth Investments
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About this Advisor
Sandra Galdieri Kosiba is a financial advisor working out of Scranton, Pennsylvania who has 3 years of industry experience. Galdieri Kosiba currently works for Capital Wealth Investments. Over the course of their career, Galdieri Kosiba has held roles at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Platinum Wealth Partners D/B/A Capital Wealth Advisors/Zullo Inv, Purshe Kaplan Sterling Investments, Inc, Mutual Securities, Inc, Bernardo Wealth Planning D/B/A Capital Wealth Investments and Zullo Investment Group Dba Capital Wealth Investments. Galdieri Kosiba holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Pennsylvania and Texas. Capital Wealth Investments is an advisory firm based in Scranton, PA. The company has offices in two locations and just three people on staff. It manages $257 million in total assets between its 1,425 client accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 1,425 client accounts, just 13% are held by high-net-worth investors who have at least $1 million in assets available to invest. Capital Wealth Investments provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and other services. Financial management fees largely depend on which services the firm provides the client. Fee types charged by Capital Wealth Investments likely are comprised of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Capital Wealth Investments Brokerage Details
$256,561,090
3
1,425
$180,043
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Other
Sandra Galdieri Kosiba Work History
Sandra has been registered as a financial advisor for 3 years.*
Platinum Wealth Partners D/B/A Capital Wealth Advisors/Zullo Inv
Mutual Securities, Inc
Bernardo Wealth Planning D/B/A Capital Wealth Investments
Zullo Investment Group Dba Capital Wealth Investments
Purshe Kaplan Sterling Investments, Inc
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
*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 Sandra Galdieri Kosiba 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 Capital Wealth Investments
Scranton, PA
Scranton, PA
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