AP
AP

Angelo Joseph Petito

32 Years of Experience
Broker
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
394 advisors
Number of Clients
14,898 clients
Average Client Portfolio
$223K average
Assets Under Management
$3.3B

Fee Structure

Minimum Investment:$10K
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Location

11440 Jog Road, Palm Beach Gardens, FL, 33418

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Angelo owns Hudson Valley Accounting, Inc. since 2004, spending a significant amount of time on tax preparation during non-securities hours. He also owns Petito Wealth Management, LLC and is a member of WORPLACE Club, LLC, dedicating about 10-20% of his time to each during non-securities hours.

Employment History
Current Registrations
Money Concepts Advisory Service
May 2021 - Present · 4 yrs 9 mos
Money Concepts Capital CORPBroker
December 2003 - Present · 22 yrs 2 mos
Previous Registrations
Money Concepts Capital CORPBroker
August 1994 - November 2003 · 9 yrs 3 mos
First Investors CorporationBroker
January 1985 - August 1986 · 1 yr 7 mos
State Registrations6 states
CACTFLNJNYPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.