John Italiano
Investment adviser representative at Planmember Securities Corporation
10 yearsExperience
1 stateRegistered in
CFADesignation
$10.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Planmember Securities CorporationSep 2022 to now
- Valic Financial Advisors, Inc.Nov 2021 to Sep 2022
- PreqinApr 2021 to Sep 2021
- Capfinancial Partners, LLC. (captrust)Feb 2021 to Oct 2021
- Cammack Retirement GroupFeb 2018 to Feb 2021
- Neuberger BermanAug 2016 to Feb 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Planmember Securities Corporation
$10.1BAssets managed
69,645Clients
424Advisers
35 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
- 5737115
- Firm CRD
- 11869