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Sandra Jean Galdieri Kosiba

ZULLO INVESTMENT GROUP, INC.·SCRANTON, Pennsylvania
Clean recordZULLO 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Sandra Jean Galdieri Kosiba is a registered financial advisor based in SCRANTON, Pennsylvania, affiliated with ZULLO INVESTMENT GROUP, 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
Introduction

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03

Firm Overview

Firm
ZULLO INVESTMENT GROUP, INC.
CAPITAL WEALTH INVESTMENTS
AUM
$328M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at ZULLO INVESTMENT GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1651500
Firm CRD# 311698
View on FINRA BrokerCheck →

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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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