John Antonio Palmieri
Investment adviser representative at Aviso Wealth Management
10 yearsExperience
1 stateRegistered in
ChFC®Designation
$621.3MFirm assets
Are you John Antonio Palmieri? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Aviso Wealth ManagementMar 2025 to now
- OsaicMar 2025 to now
- Gladstone Wealth PartnersMar 2016 to now
- LPL Financial, LLCMar 2016 to Mar 2025
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 1 state (PA).
Aviso Wealth Management
$621.3MAssets managed
929Clients
9Advisers
27 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
- 2922935
- Firm CRD
- 108146