Unclaimed Profile

Stephen Frederick Cordasco

CORDASCO FINANCIAL NETWORK, INC.·NAPLES, Florida

SIE, Series 7, Series 31, Series 63, Series 65Clean record28 years registeredCORDASCO FINANCIAL NETWORK, INC.

405 FIFTH AVE. SOUTH, NAPLES, FL 34102CRD# 2079771Firm CRD# 159544

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stephen Frederick Cordasco · NAPLES, FL

Registration

CRD #2079771 · CORDASCO FINANCIAL NETWORK, INC. · 28 years registered

Brand Profile

Not yet started

Career History

MERCER GLOBAL ADVISORS INC.

Mar 2022 – present

WISDOM PLANNING, LLC

Mar 2014 – Jan 2021

NAPLES, FL

WEST SHORE GROUP, LLC

Jun 2013 – Jul 2016

HADDONFIELD, NJ

ANDREW GARRETT, INC.

Mar 2012 – Feb 2013

Naples, FL

CORDASCO FINANCIAL NETWORK, INC.

Dec 2011 – Jul 2022

NAPLES, FL

RBC CAPITAL MARKETS, LLC

Jan 2003 – Jan 2012

PHILADELPHIA, PA

WACHOVIA SECURITIES, INC.

Jan 1998 – Jan 2003

PHILADELPHIA, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · January 1, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CORDASCO FINANCIAL NETWORK, INC.

CRD 159544 · SEC 801-72895

Employees

Total firm employees

Services offered by CORDASCO FINANCIAL NETWORK, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CORDASCO FINANCIAL NETWORK, INC. →

Introduction

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Frequently Asked Questions

What services does Stephen Frederick Cordasco offer?

Stephen Frederick Cordasco specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NAPLES, Florida for a consultation.

What are Stephen Frederick Cordasco's credentials?

Stephen Frederick Cordasco is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephen Frederick Cordasco located?

Stephen Frederick Cordasco is based in NAPLES, Florida, working with CORDASCO FINANCIAL NETWORK, INC.. Their office serves clients in the NAPLES metropolitan area and surrounding communities.

How does Stephen Frederick Cordasco charge for services?

Stephen Frederick Cordasco's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CORDASCO FINANCIAL NETWORK, INC.?

CORDASCO FINANCIAL NETWORK, INC. has approximately 9 employees. The firm is registered with the SEC as an investment adviser.

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