Frank Torrone
Investment adviser representative at Satovsky Asset Management LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$974.8MFirm 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 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.
- Satovsky Asset Management LLCNov 2019 to now
- Lenox Wealth AdvisorsSep 2016 to Nov 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NY).
Satovsky Asset Management LLC
$974.8MAssets managed
216Clients
5Advisers
19 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
- 5890410
- Firm CRD
- 143519