Angelo Anthony Costanza
Investment adviser representative at LPL Financial LLC
11 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- LPL Financial LLCFeb 2025 to now
- The Pitti Group Wealth Management, LLCJul 2021 to Feb 2025
- Wells Fargo Advisors Financial Network, LLCSep 2020 to Oct 2021
- LPL Financial LLCJul 2019 to Sep 2020
- American Portfolios Financial Services, Inc.Nov 2015 to Jul 2019
- Apfs Wealth Management, Inc.Nov 2015 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2014
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 6287077
- Firm CRD
- 6413