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Craig Vollono

AMERICAN PORTFOLIOS ADVISORS. INC·HOLBROOK, New York
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4250 VETERAN'S MEMORIAL HIGHWAY, HOLBROOK, NY 11741CRD# 5566252Firm CRD# 112697
01

About

Craig Vollono is a registered financial advisor based in HOLBROOK, New York, affiliated with AMERICAN PORTFOLIOS ADVISORS. INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
AMERICAN PORTFOLIOS ADVISORS. INC
AMERICAN PORTFOLIOS ADVISORS, INC
AUM
$13.1B
Regulatory assets under management
Employees
700
Total firm employees
View all advisors at AMERICAN PORTFOLIOS ADVISORS. INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5566252
Firm CRD# 112697
3 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Craig Vollono offer?
Craig Vollono specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HOLBROOK, New York for a consultation.
What are Craig Vollono's credentials?
Craig Vollono is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Craig Vollono located?
Craig Vollono is based in HOLBROOK, New York, working with AMERICAN PORTFOLIOS ADVISORS. INC. Their office serves clients in the HOLBROOK metropolitan area and surrounding communities.
How does Craig Vollono charge for services?
Craig Vollono'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 AMERICAN PORTFOLIOS ADVISORS. INC?
AMERICAN PORTFOLIOS ADVISORS. INC has approximately 700 employees and manages $13.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in HOLBROOK
Lon Terry Dolber — AMERICAN PORTFOLIOS ADVISORS. INCFrank Anthony Tauches — AMERICAN PORTFOLIOS ADVISORS. INCThomas Joseph Lomanto — AMERICAN PORTFOLIOS ADVISORS. INCGary Bruce Gordon — AMERICAN PORTFOLIOS ADVISORS. INCWilliam F Cairney — AMERICAN PORTFOLIOS ADVISORS. INC
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