Jason Pisciotta
Jason Pisciotta is a registered investment advisor at Davinci Capital Management INC., based in Cambridge, MA, with 33 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 85 clients with $40M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Davinci Capital Management offers investment management services where fees range from 0.25% to 2% of the value of your portfolio annually. The specific fee is negotiable between you and your advisor, and depends on the level and complexity of the services provided. Davinci also offers third-party money management services where fees range from 0.50% to 2% of total assets.
Location
801 Cambridge Street, Cambridge, MA, 02141
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jason is the Vice President of Westborough Little League, dedicating a few hours per week to administrative duties. He is also a founding member of Financial Partners, where he provides investment advice and insurance sales, taking up nearly all of his time.
Employment History
Current Registrations
Davinci Capital Management INC.
Davinci Capital Management, INC.Broker
Previous Registrations
First Allied Securities, INC.
First Allied Securities, INC.Broker
MML Investors Services, INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
Putnam Retail Management Limited PartnershipBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.