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Diane Palumbo Federico

STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.·FAIRFIELD, New Jersey
SIE, Series 7, Series 63Clean recordSTRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.
100 PASSAIC AVENUE, FAIRFIELD, NJ 07004CRD# 1358686Firm CRD# 128199

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Diane Palumbo Federico · FAIRFIELD, NJ
Registration
CRD #1358686 · STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.
CRD 128199 · SEC 801-69126
AUM
$1.2B
Regulatory assets under management
Employees
13
3,250 client accounts
Services offered by STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. →
Introduction

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Frequently Asked Questions

What services does Diane Palumbo Federico offer?
Diane Palumbo Federico specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FAIRFIELD, New Jersey for a consultation.
What are Diane Palumbo Federico's credentials?
Diane Palumbo Federico is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Diane Palumbo Federico located?
Diane Palumbo Federico is based in FAIRFIELD, New Jersey, working with STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.. Their office serves clients in the FAIRFIELD metropolitan area and surrounding communities.
How does Diane Palumbo Federico charge for services?
Diane Palumbo Federico'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 STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.?
STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. has approximately 13 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.

Mark Edward Bracci
FAIRFIELD, NJ
Joseph Lawrence Sluck
FAIRFIELD, NJ
Michael Timothy Dwyer
FAIRFIELD, NJ
CFP
Michael Timothy Dwyer
FAIRFIELD, NJ

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