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David James Piano

FORTE ADVISORY SERVICES,LLC·VICTOR, New York
SIE, Series 7, Series 66Clean record14 years registeredFORTE ADVISORY SERVICES,LLC
600 FISHERS STATION DRIVE, VICTOR, NY 14564CRD# 5994833Firm CRD# 317854

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David James Piano · VICTOR, NY
Registration
CRD #5994833 · FORTE ADVISORY SERVICES,LLC · 14 years registered
Brand Profile
Not yet started
01

Career History

PIANO WEALTH MANAGEMENT
Mar 2022 – present
NEXUS CAPITAL, LLC
Apr 2021 – Apr 2022
PITTSFORD, NY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Jan 2012 – Jun 2017
PITTSFORD, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · January 27, 2012
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FORTE ADVISORY SERVICES,LLC
CRD 317854 · SEC 801-129483
AUM
$37M
Regulatory assets under management
Employees
1
81 client accounts
Services offered by FORTE ADVISORY SERVICES,LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FORTE ADVISORY SERVICES,LLC →
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05

Frequently Asked Questions

What services does David James Piano offer?
David James Piano specializes in Financial Planning, Investment Management. Contact their office in VICTOR, New York for a consultation.
What are David James Piano's credentials?
David James Piano is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David James Piano located?
David James Piano is based in VICTOR, New York, working with FORTE ADVISORY SERVICES,LLC. Their office serves clients in the VICTOR metropolitan area and surrounding communities.
How does David James Piano charge for services?
David James Piano'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 FORTE ADVISORY SERVICES,LLC?
FORTE ADVISORY SERVICES,LLC has approximately 1 employees and manages $37M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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