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Christopher Dicostanzo

Investment adviser representative at Penbrook Management LLC
14 yearsExperience
2 statesRegistered in
$175.4MFirm assets
22 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

14 years in the industry.

  1. Penbrook Management, LLCOct 2021 to now
  2. Dico Management, LLCJun 2012 to now
  3. Ygs Golf, LLCJun 2012 to now
  4. Optimizer RxOct 2018 to Oct 2021
  5. Carespeak Communications, Inc.Jun 2015 to Oct 2018
  6. Hearing Armor, Inc.Jan 2015 to Jun 2025

Exams passed

  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 2 states (NJ, NY).

Penbrook Management LLC

$175.4MAssets managed
81Clients
4Advisers
22 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2121681
Firm CRD
127269
Advisor's SEC record (opens in a new tab)
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