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Sandra Jean Galdieri Kosiba

ZULLO INVESTMENT GROUP, INC.·SCRANTON, Pennsylvania
SIE, Series 7, Series 9, Series 10, Series 63, Series 65Clean record18 years registeredZULLO INVESTMENT GROUP, INC.
132 ADAMS AVENUE, SCRANTON, PA 18503CRD# 1651500Firm CRD# 311698

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sandra Jean Galdieri Kosiba · SCRANTON, PA
Registration
CRD #1651500 · ZULLO INVESTMENT GROUP, INC. · 18 years registered
Brand Profile
Not yet started
01

Career History

CAPITAL WEALTH INVESTMENTS
Dec 2020 – present
BERNARDO WEALTH PLANNING, LLC
Dec 2017 – Feb 2021
SCRANTON, PA
PLATINUM WEALTH PARTNERS
May 2017 – Dec 2017
Scranton, PA
WELLS FARGO CLEARING SERVICES, LLC
Nov 2007 – May 2017
SCRANTON, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 9
Series 10
Series 63
Series 65
Registration record
First registered · November 7, 2007
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ZULLO INVESTMENT GROUP, INC.
CRD 311698 · SEC 801-120008
AUM
$328M
Regulatory assets under management
Employees
3
1,396 client accounts
Services offered by ZULLO INVESTMENT GROUP, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ZULLO INVESTMENT GROUP, INC. →
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05

Frequently Asked Questions

What services does Sandra Jean Galdieri Kosiba offer?
Sandra Jean Galdieri Kosiba specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SCRANTON, Pennsylvania for a consultation.
What are Sandra Jean Galdieri Kosiba's credentials?
Sandra Jean Galdieri Kosiba is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sandra Jean Galdieri Kosiba located?
Sandra Jean Galdieri Kosiba is based in SCRANTON, Pennsylvania, working with ZULLO INVESTMENT GROUP, INC.. Their office serves clients in the SCRANTON metropolitan area and surrounding communities.
How does Sandra Jean Galdieri Kosiba charge for services?
Sandra Jean Galdieri Kosiba's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ZULLO INVESTMENT GROUP, INC.?
ZULLO INVESTMENT GROUP, INC. has approximately 3 employees and manages $328M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Tracy Aaron Zullo
SCRANTON, PA

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